<img src="https://secure.oita4bali.com/151564.png" alt="" style="display:none;">

Check6 Wealth Blog

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.

Read More

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.

Read More

Topics: Check6 corporate culture, interactive wealth management tools, 360-degree overview, data feeds, financial data management, 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.

Read More

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

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.

Read More

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.

Read More

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

Data security at Check6

Posted by Richie Brondenstein on May 28, 2019 3:40:00 PM

Security at Check6

Read More

Topics: data management, Check6 Customer Support, Check6 Portal, platform architecture, Online Wealth View, interactive wealth management tools, Platform Technology, data security

Advising Clients on their assets in the digital era

Posted by Sebastian Verkuilen on May 21, 2019 12:25:00 PM

It is no secret that digitalisation is causing changes in the needs of HNW clients and their requirements of advising firms.

Read More

Topics: Online Wealth View, interactive wealth management tools, banking platforms, Open banking, Platform Technology, Changing consumer expectations

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.

Read More

Topics: "wealth management", "wealth management reporting", data management, data analysis, data visualisation, Client Services, Data translation, interactive wealth management tools, 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.

Read More

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

Managing Cash within a Family Office

Posted by Sebastian Verkuilen on Mar 26, 2019 4:05:00 PM

In our blogs, the emphasis has mainly been on the investment side of the family office.

Read More

Topics: "wealth management reporting", single family offices, multi-family offices, wealth advisors, connection to bookkeeping systems, FinTech, Online Wealth View, interactive wealth management tools

Subscribe Here!

Recent Posts

Posts by Tag

See all

Follow Me