The last blog zoomed in on what data visualizations are and why you should visualize your financial data. This time we will discuss how you can visualize your financial data and what the best choice is to visualize certain data.
In this modern world, we consume information as if it were gone tomorrow. With 90 percent of all information transmitted to the brain being visual, visualizing your financial data when analyzing or reporting might be the key to success.
Topics: "wealth management", "wealth management reporting", data management, data analysis, data visualisation, Client Services, Data translation, interactive wealth management tools, insightful financial reporting
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*.
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 is often seen as a post-trade accountability tool to show performance of an investment portfolio. It’s often mixed with financial reporting, which is the administrative processing of the things happening in the portfolio over a specific period resulting in a balance sheet and P&L account.
Think about this question. In a single period, the performance of an asset class is positive, but its performance contribution to the whole portfolio is negative. How could it happen?
The beginning of 2019 has been a busy one at Check6 as we launch updates to our Business Intelligence Tool beta version. The B.I. Tool enables interactive functions to apply multiple filters to specific information for focussed analysis and strategic insights. The video for this blog post is based on test data set and is not associated with any client or third party.
Topics: "wealth management", "wealth management reporting", innovation, data analysis, single family offices, multi-family offices, platform architecture, FinTech, Online Wealth View, Detailed Look-Through, interactive wealth management tools
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.
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
Before we delve into this topic, for clarity, we must first define bookkeeping system and security administration as we elaborate on these terms.
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