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.
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.
Meet Sandra Stenzler, the Breda-native who joined Check6 Data team for securities reconciliation 4 months ago.
Topics: data management, connection to bookkeeping systems, insightful financial reporting, wealth reports, daily wealth reports, financial data management, data reconciliation, consolidated reporting
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.
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
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
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.
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 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.
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
Topics: "wealth management", "wealth management reporting", data management, data analysis, data visualisation, Client Services, Data translation, interactive wealth management tools, insightful financial reporting
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.
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.