The Consolidated Wealth Report
Once clients' banks are fully connected with Check6, data is securely fed into the Check6 data engine.
All the data is encrypted, processed and translated for accurate comparisons from all the client's various banks, holdings and funds, and it is consolidated. Moreover, data is injected with current and relevant market data and prices related to the client's portfolio. This way - the final output of clients' consolidated reports offer situational context. All client consolidated wealth reports are available via the client's online portal. Clients can then make the most strategic decisions going forward.
All client data is encrypted and completely safe. The only people seeing a consolidated wealth report are clients or those who clients wish to share it with.