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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

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

Onno Coenen joins Check6 in Singapore

Posted by Check6 on Nov 26, 2019 4:00:00 PM

Onno Coenen (45 years old) joined the Check6 team as of 1st of November as the Commercial Director for Asia in Singapore. Onno and his wife moved from the Netherlands to Singapore in August 2018 and visited Singapore on a regular basis since 1997. The main reason for moving to Singapore was the opportunity to expand the business of a few of his clients (FinTech) to South East Asia. Over the last year, Onno has built his business network and is proficient in launching technology companies in the Singapore market.

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Topics: Check6 corporate culture, single family offices, FinTech, financial data management, data reconciliation, consolidated reporting, family office management

Meet Swetha, Check6's new Security Administrator

Posted by Swetha Subramaniyan on Oct 2, 2019 4:20:00 PM

In September, Check6 has had quite a few members joining! Now, we would like to introduce Swetha, who is working on Data Reconciliation for Check6. I'm handing over her introduction! ---

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Topics: "wealth management reporting", Check6 corporate culture, Check6, HNWI and UHNWI, wealth reports, daily wealth reports, financial data management, data reconciliation, consolidated reporting

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 Technology Can Improve Family Office Reporting

Posted by Check6 on Sep 27, 2019 10:34:59 AM

Former corporate finance banker, Peter Brock is an independent advisor to entrepreneurial families. As such, he counsels family offices on family wealth and family office structuring, governance, succession solutions, impact investing and direct investments. Check6 spoke to him about how technology could improve the ways wealth is tracked and reported on so that it can help families gain the kind of oversight and control of their assets that they want to achieve.

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Topics: single family offices, multi-family offices, wealth advisors, Next Gen Wealth, wealth reports, daily wealth reports, asset managers, financial data management, consolidated reporting, Private Assets Module, PAM

Top Reasons Using Excel for Your Financial Data is Risky Business

Posted by Check6 on Sep 24, 2019 5:28:00 PM

There is plenty of information decrying corporate use of Excel for financial data. Even as far back as 2013 Forbes published an opinion piece with the ominous and provocative title: ‘Microsoft’s Excel Might Be the Most Dangerous Software on the Planet.’ The article pointed to perils including the errors that can occur from manual entry of data and mistaken calculations resulting from incorrect equations, which, distressingly, had cost some banks billions of dollars. For most companies, including Family Offices, however, Excel has represented one of the only available options for inputting and calculating financial information. Yet, as we move forward toward integrating that financial data, Excel’s risks and limitations appear all too frequently.

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Topics: single family offices, multi-family offices, wealth advisors, Check6 Portal, Data translation, Online Wealth View, interactive wealth management tools, direct data feeds, 360-degree overview, HNWI and UHNWI, wealth reports, asset managers, financial data management, data reconciliation, 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

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