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Check6 Wealth Blog

Changing Face of Wealth Management

Posted by Check6 on Mar 3, 2020 11:36:02 AM

In this piece, I would like to focus on the changing population within wealth management. The affects the client’s and advisor’s side as well as services demanded by the client and opportunities to sell services for advisors active in the wealth management industry.

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Topics: direct data feeds with banks, Check6, financial data management, family office 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

Q&A: Blanco Systems On Why They Chose Check6

Posted by Check6 on Sep 16, 2019 9:29:11 AM

Check6 spoke to Blanco Systems' CEO, Joost Walgemoed about the company's cloud-based platform for asset managers and how Check6 can take Blanco's reports to the next level.

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Topics: FinTech, Detailed Look-Through, interactive wealth management tools, insightful financial reporting, banking platforms, direct data feeds with banks, direct data feeds, Blanco Systems, Joost Walgemoed, wealth reports, daily wealth reports, asset managers

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

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

Takeaways from London Fintech Week 2019

Posted by Check6 on Aug 7, 2019 11:34:49 AM

CHECK6 TAKEAWAYS FROM LONDON FINTECH WEEK 2019

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Topics: data visualisation, wealth advisors, Data translation, FinTech, Next Gen Wealth, insightful financial reporting, Changing consumer expectations, data security, direct data feeds with banks, Check6, transperancy, UN Sustainable Development Goals, SRI

Top Reasons Socially Responsible Investing is Here to Stay

Posted by Check6 on Aug 1, 2019 1:00:00 PM

It’s difficult to get through the financial news these days without seeing or hearing the words Socially Responsible Investing (SRI), Impact Investing, Ethical Investing or any number of their offshoots. Whether it's wanting funds to support schools in Africa that educate girls, helping economically challenged kids afford to go to college, or making sure their money is contributing to environmental projects, it’s clear to Check6 that investors are more and more concerned not just with how much their investments are making them monetarily, but how that money is being made and how that reflects on their moral and ethical position in the world. This is being seen in the growth of such investments over the last year alone. As the most recent Global Impact Investors Network (GIIN) estimates show from its annual survey, there is now 228 billion USD in impact investing assets, which is nearly double that of last year.

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Topics: Data translation, impact investing, ESG, socially responsible, environmentally friendly, Next Gen Wealth, insightful financial reporting, Changing consumer expectations, data security, direct data feeds with banks, direct data feeds, automatic data feeds, visibility, 360-degree overview, UN Sustainable Development Goals, Socially responsible investing, SRI

Tom Cruise and the Story Behind Check6

Posted by Johan Pieter Verwey on Jul 30, 2019 4:12:23 PM

With Tom’s Cruise's iconic film, ‘Top Gun’ finally ready to father a sequel, we thought this was an excellent opportunity to explain how Check6 got its name.

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Topics: interactive wealth management tools, Platform Technology, direct data feeds with banks, automatic data feeds, Check6, visibility, 360-degree overview, transparency

Check6 Named to ‘The UK Wealth Technology Landscape Report’ by The Wealth Mosaic

Posted by Check6 on Jul 25, 2019 4:53:52 PM

Check6 has been named to the first annual UK Wealth Technology Landscape Report conducted by The Wealth Mosaic in the UK, which names and examines the most compelling technology solution providers serving the needs of the UK wealth management sector.

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Topics: innovation, single family offices, wealth advisors, FinTech, Online Wealth View, Detailed Look-Through, interactive wealth management tools, insightful financial reporting, banking platforms, direct data feeds with banks, direct data feeds

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