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Check6 Wealth Blog

How to improve the customer experience in your wealth management firm: an omnichannel approach.

Posted by Hella de Jong on Aug 26, 2020 4:15:00 PM

When you read or hear the word ‘omnichannel’ you might be thinking it has something to do with an omnivore and in a way it does. 'Omnichannel' is an approach or strategy that companies use to improve their customer experience.

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Topics: "wealth management", innovation, data management, wealth advisors, wealth reports, Trends

Meet Sandra Stenzler, a new member of the Check6 Data Team

Posted by Shaina Laughlin on Sep 29, 2019 10:14:00 AM

Meet Sandra Stenzler, the Breda-native who joined Check6 Data team for securities reconciliation 4 months ago.

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Topics: data management, connection to bookkeeping systems, insightful financial reporting, wealth reports, daily wealth reports, financial data management, data reconciliation, consolidated reporting

How Tech Can Help Private Banks Survive and Thrive

Posted by Sebastian Verkuilen on Aug 27, 2019 3:05:00 PM

I recently read an interesting report from the Boston Consulting Group (BCG) on 'How to Efficiently Manage a Client Base within a Private Bank' and it was clear that the Silicon Valley axiom: innovate or die has gone unheeded in the industry. In short: The one-size-fits-all approach combined with execution of their platform-related activities, mean hard times are coming -- unless they can find a way to embrace technology in more creative ways.

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Topics: data management, direct data feeds with banks, direct data feeds, automatic data feeds

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

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

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

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

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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