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Check6 Wealth Blog

How can I visualize my financial data?

Posted by Hella de Jong on Nov 13, 2020 7:00:00 AM

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.

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Topics: data analysis, data visualisation, insightful financial reporting, direct data feeds, wealth reports

Why should I visualize my financial data?

Posted by Hella de Jong on Oct 16, 2020 8:45:00 AM

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.

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Topics: data analysis, data visualisation, insightful financial reporting, direct data feeds, data feeds, financial data management

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

Top Investment reporting topics your wealth advisor isn't talking about & why?

Posted by Sebastian Verkuilen on Mar 5, 2019 3:30:00 PM

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.

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Topics: "wealth management", "wealth management reporting", data management, data analysis, single family offices, multi-family offices, wealth advisors, Data translation, Online Wealth View

A puzzle for wealth managers on performance

Posted by NF Financial Analyst on Feb 22, 2019 3:18:04 PM
Problem: Performance Contribution is widely used to evaluate the contribution of an asset class’s return to the total return of a portfolio. It is an absolute analysis, while Attribution, on the other side, shows relative weighting and relative returns.

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?

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Topics: "wealth management", "wealth management reporting", data management, data analysis, mathematics, wealth advisors

What to prepare before a meeting with your wealth advisor / SFO?

Posted by Sebastian Verkuilen on Feb 5, 2019 3:45:00 PM

What to prepare before a meeting with your wealth advisor/ SFO?

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Topics: "wealth management", "wealth management reporting", data management, data analysis, single family offices, multi-family offices, wealth advisors

the Check6 Business Intelligence Tool: interactive digital wealth management

Posted by Perry van Wesel on Jan 31, 2019 3:45:00 PM

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.

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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

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

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