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The Business Intelligence Tool

the ultimate tool to manage your wealth

Check6 would have consolidated a client's data from their multiple banks or custodians and injected it with market information, but potentially clients might want to filter their information to see specific data sets in order to understand more deeply their position.

For example, if a client would like to see only the trades made in USD by their investment manager in Canada, clients can do this in the BI Tool. 

The BI Tool allows a client to focus on various areas more specifically than a static report - it brings interactivity with information being filtered as the client desires. This interactive tool is available via the client's online portal.

 

BI TOOL JAN 2019

 

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