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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

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

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

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

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

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

The Bank as a Platform: Why & How does it work?

Posted by Sebastian Verkuilen on Apr 16, 2019 4:19:33 PM

In the 'Financieele Dagblad' on April 8th, there was an interesting article on the current developments within the financial world and the bank's response to the technological innovations in the sector.

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Topics: wealth advisors, Check6 Portal, impact investing, FinTech, Online Wealth View, insightful financial reporting

Direct Investments within a family office: Trends and how to keep control

Posted by Sebastian Verkuilen on Apr 3, 2019 4:00:00 PM

In the yearly Campden Wealth Report on Private Equity Investing and Co-Investment Activity by Family Offices, an interesting overview is given on the current allocation within family offices on direct investments and why these investments are made.

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Topics: "wealth management", "wealth management reporting", Data translation, Online Wealth View, Detailed Look-Through, interactive wealth management tools, insightful financial reporting

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