The Client Portal is the home for everything that Check6 securely offers. It acts as a virtual private vault. It is a home where client's consolidated wealth management reports are stored, available to view online and downloadable. Moreover, clients can access other tools related to their reports.
It is important to note that the below refers to the end-user of the client portal. The interface for wealth advisors and administrators at a family office, who might be consolidating information for multiple members of a family office, will have an "administrator" view with slightly different functionality.
Asset consolidation for wealth management reporting.
Deeper financial analysis. Filter information as needed.
Based on the Investment Policy Statement, key factors are flagged.
Maintain secure data feeds and data enrichment.