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Check6 Wealth Blog

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

The Need To Feed: Stay In Control In Turbulent Times

Posted by Hella de Jong on Apr 20, 2020 9:15:00 AM

You cannot ignore it anymore, COVID-19 has changed the lives of people dramatically in the last months worldwide. Governments are trying their utmost to mitigate the spread of the Coronavirus in order to contain it in a better way. In reality this reflects in staying at home as much as possible for most people.

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Topics: direct data feeds, automatic data feeds, 360-degree overview, data feeds, financial data management, Consolidated Data

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

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

Check6's New Business Developer & Product Innovation Driver

Posted by Shaina Laughlin on Sep 24, 2019 3:46:00 PM

Check6 is pleased to announce the appointment of Teun van der Velde as Business Developer & Product Innovation Driver. He will be constantly looking for new innovations, businesses and products for the future.

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Topics: Check6 corporate culture, interactive wealth management tools, 360-degree overview, data feeds, financial data management, consolidated reporting

Why Screen Scraping Financial Data is a Bad Idea

Posted by Johan Pieter Verwey on Aug 20, 2019 8:50:00 AM

If you don't know what screen scraping is, then let me quickly explain what it means and how you may be relying on old technology for your most important financial data.

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Topics: innovation, single family offices, FinTech, data security, direct data feeds with banks, data feeds, screen scraping

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