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Check6 Wealth Blog

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

Data security at Check6

Posted by Richie Brondenstein on May 28, 2019 3:40:00 PM

Security at Check6

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Topics: data management, Check6 Customer Support, Check6 Portal, platform architecture, Online Wealth View, interactive wealth management tools, Platform Technology, data security

The Bank as a Platform: Why & How does it work?

Posted by Sebastian Verkuilen on Apr 16, 2019 4:19:33 PM

In the 'Financieele Dagblad' on April 8th, there was an interesting article on the current developments within the financial world and the bank's response to the technological innovations in the sector.

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Topics: wealth advisors, Check6 Portal, impact investing, FinTech, Online Wealth View, insightful financial reporting

Top Tech Resolutions for the Finance Industry 2019

Posted by Shaina Laughlin on Dec 21, 2018 11:10:26 AM

This week we are looking back at developments and changes in order to prepare to move ahead in 2019. Thus, we have compiled a report covering these topics below based on headline news and outlook reports with some responses as resolutions for 2019. 

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Topics: "wealth management", "wealth management reporting", data analysis, Client Services, Check6 Customer Support, single family offices, multi-family offices, wealth advisors, Check6 Portal, platform architecture, impact investing, ESG, Round Up 2018, FinTech, Resolutions for 2019

The Team behind Check6 Solutions: Mark de Haas

Posted by Shaina Laughlin on Nov 23, 2018 10:21:13 AM

Meet Mark de Haas, our Senior Software Engineer at Check6, a witty team player who always makes us smile at his clever remarks. His passion for hobbies and projects is evident in his dedication for his work here. 

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Topics: "wealth management reporting", back-end development, software engineering, software development, data management, front-end development, Check6 Portal

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