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Check6 Wealth Blog

Best practices for family offices in 2020

Posted by Check6 on Dec 16, 2019 11:57:47 AM

In the last blog post from Check6 for 2019, we are looking at the best practices for family offices in 2020. 

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Onno Coenen joins Check6 in Singapore

Posted by Check6 on Nov 26, 2019 4:00:00 PM

Onno Coenen (45 years old) joined the Check6 team as of 1st of November as the Commercial Director for Asia in Singapore. Onno and his wife moved from the Netherlands to Singapore in August 2018 and visited Singapore on a regular basis since 1997. The main reason for moving to Singapore was the opportunity to expand the business of a few of his clients (FinTech) to South East Asia. Over the last year, Onno has built his business network and is proficient in launching technology companies in the Singapore market.

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Topics: Check6 corporate culture, single family offices, FinTech, financial data management, data reconciliation, consolidated reporting, family office management

Brexit Looming: find out your true exposure

Posted by Marnix Rosendaal on Nov 19, 2019 3:30:00 PM

Last month the EU extended Brexit for a third time. The new ‘deadline’ is 31 January 2020.

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Topics: innovation, Platform Technology, Check6, transparency, Risk managent, Brexit

How to choose your custodians for a family office?

Posted by Johan Pieter Verwey on Nov 7, 2019 3:45:58 PM

Finding the right banking partners can make your life as a Family Officer a lot easier. Your custodians perform a number of services that you rely on, on a daily basis. For transactions, investment advice, compliance  and reporting. The data the custodians create and distribute should be the foundation of your financial management, consolidated reporting and monitoring systems. The quality of that data is key.

And here, as with most things in life, not animals are created equal. 

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Topics: single family offices, direct data feeds with banks, automatic data feeds, data feeds, HNWI and UHNWI, wealth reports, consolidated reporting, family office management

Meet the Check6 Team: Jannick Wondergem

Posted by Shaina Laughlin on Oct 16, 2019 3:30:00 PM

Get to know the team at Check6! This week, we'd like to introduce you to our Junior Data Analyst, Jannick Wondergem. 

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Topics: Check6 corporate culture, Check6, data reconciliation, consolidated reporting

Meet Swetha, Check6's new Security Administrator

Posted by Swetha Subramaniyan on Oct 2, 2019 4:20:00 PM

In September, Check6 has had quite a few members joining! Now, we would like to introduce Swetha, who is working on Data Reconciliation for Check6. I'm handing over her introduction! ---

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Topics: "wealth management reporting", Check6 corporate culture, Check6, HNWI and UHNWI, wealth reports, daily wealth reports, financial data management, data reconciliation, consolidated reporting

Introducing PAM: An EVOLUTION in wealth reporting

Posted by Johan Pieter Verwey on Oct 1, 2019 9:50:41 AM

Our customers spoke. We listened. They loved our consolidated reports, but the single question we kept getting was: 'and what about my real estate and other direct investments? ' It was a blind spot that no one else was covering. So, we went to work and developed the first ever wealth reporting Private Assets Module (PAM) to provide a total 360-degree overview of a client's assets: listed and non-listed. From your Private Equity funds to your real-estate holdings, from your yacht in the Med to your direct investments. With PAM if you own it, you see it.  

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Topics: Online Wealth View, 360-degree overview, data feeds, wealth reports, consolidated reporting, Private Assets Module, PAM

Meet Sandra Stenzler, a new member of the Check6 Data Team

Posted by Shaina Laughlin on Sep 29, 2019 10:14:00 AM

Meet Sandra Stenzler, the Breda-native who joined Check6 Data team for securities reconciliation 4 months ago.

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Topics: data management, connection to bookkeeping systems, insightful financial reporting, wealth reports, daily wealth reports, financial data management, data reconciliation, consolidated reporting

How Technology Can Improve Family Office Reporting

Posted by Check6 on Sep 27, 2019 10:34:59 AM

Former corporate finance banker, Peter Brock is an independent advisor to entrepreneurial families. As such, he counsels family offices on family wealth and family office structuring, governance, succession solutions, impact investing and direct investments. Check6 spoke to him about how technology could improve the ways wealth is tracked and reported on so that it can help families gain the kind of oversight and control of their assets that they want to achieve.

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Topics: single family offices, multi-family offices, wealth advisors, Next Gen Wealth, wealth reports, daily wealth reports, asset managers, financial data management, consolidated reporting, Private Assets Module, PAM

Top Reasons Using Excel for Your Financial Data is Risky Business

Posted by Check6 on Sep 24, 2019 5:28:00 PM

There is plenty of information decrying corporate use of Excel for financial data. Even as far back as 2013 Forbes published an opinion piece with the ominous and provocative title: ‘Microsoft’s Excel Might Be the Most Dangerous Software on the Planet.’ The article pointed to perils including the errors that can occur from manual entry of data and mistaken calculations resulting from incorrect equations, which, distressingly, had cost some banks billions of dollars. For most companies, including Family Offices, however, Excel has represented one of the only available options for inputting and calculating financial information. Yet, as we move forward toward integrating that financial data, Excel’s risks and limitations appear all too frequently.

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Topics: single family offices, multi-family offices, wealth advisors, Check6 Portal, Data translation, Online Wealth View, interactive wealth management tools, direct data feeds, 360-degree overview, HNWI and UHNWI, wealth reports, asset managers, financial data management, data reconciliation, consolidated reporting, Private Assets Module, PAM

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