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Check6 Wealth Blog

Who's data is it anyway?

Posted by Johan Pieter Verwey on May 14, 2019 2:42:29 PM

Why you need to be aware of the value (and risks) of your financial data.

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Topics: "wealth management", "wealth management reporting", data management, data analysis, data visualisation, Client Services, Data translation, interactive wealth management tools, insightful financial reporting

Investigating an ETF with ESG overlay: what are we investing in?

Posted by Sebastian Verkuilen on Mar 13, 2019 3:52:00 PM

Within the investment industry, ESG is a hot topic these days. Last week I was inspired by an article in the “Het Financieele Dagblad” regarding ETF’s with an ESG overlay*.

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Topics: data analysis, Client Services, single family offices, multi-family offices, wealth advisors, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through

Investment reporting for charities and foundations: What to look for?

Posted by Sebastian Verkuilen on Feb 26, 2019 3:35:00 PM

Charities and foundations form a special group of entities managing assets. Not only are they managing assets for specific goals they want to support, often it is third party money which is invested and accountability has to be given in a formal matter, both the spending of proceeds and how the assets are managed.

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Topics: "wealth management", "wealth management reporting", Client Services, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through, charities, foundations

Planning for the next generation: Do my children know what I invest in and how to manage it?

Posted by Peter Brock on Dec 27, 2018 3:05:00 PM

Planning for the Next Generation: Do my children know what I invest in and how to manage it? 

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Topics: "wealth management reporting", data management, Client Services, single family offices, multi-family offices, wealth advisors, FinTech, Next Gen Wealth

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

Considering Bookkeeping Systems & Security Administration at Family offices

Posted by Sebastian Verkuilen on Nov 29, 2018 3:45:00 PM

Before we delve into this topic, for clarity, we must first define bookkeeping system and security administration as we elaborate on these terms.  

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Topics: "wealth management reporting", software engineering, data management, data analysis, Client Services, Check6 Customer Support, single family offices, multi-family offices, Data translation, connection to bookkeeping systems

The Team behind Check6 Solutions: Marleen Vierling

Posted by Shaina Laughlin on Nov 6, 2018 3:45:00 PM

This week, we introduce Marleen Vierling, the Customer Success Champion here at Check6. Marleen has been diligently dedicated to supporting Check6 clients for just over a year. Marleen made the transition to Check6 in November 2017 to participate in building something new and exciting here. In this last year, Marleen has been working on reconciliation, reporting and client relations and care.

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Topics: Client Services, Check6 Customer Support

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