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Check6 Wealth Blog

Introducing PAM: An EVOLUTION in wealth reporting

Posted by Johan Pieter Verwey on Oct 1, 2019 9:50:41 AM

Our customers spoke. We listened. They loved our consolidated reports, but the single question we kept getting was: 'and what about my real estate and other direct investments? ' It was a blind spot that no one else was covering. So, we went to work and developed the first ever wealth reporting Private Assets Module (PAM) to provide a total 360-degree overview of a client's assets: listed and non-listed. From your Private Equity funds to your real-estate holdings, from your yacht in the Med to your direct investments. With PAM if you own it, you see it.  

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Topics: Online Wealth View, 360-degree overview, data feeds, wealth reports, 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 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

Data security at Check6

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

Security at Check6

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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.

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

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

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.

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

Top Investment reporting topics your wealth advisor isn't talking about & why?

Posted by Sebastian Verkuilen on Mar 5, 2019 3:30:00 PM

Investment reporting is often seen as a post-trade accountability tool to show performance of an investment portfolio. It’s often mixed with financial reporting, which is the administrative processing of the things happening in the portfolio over a specific period resulting in a balance sheet and P&L account.

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Topics: "wealth management", "wealth management reporting", data management, data analysis, single family offices, multi-family offices, wealth advisors, Data translation, Online Wealth View

the Check6 Business Intelligence Tool: interactive digital wealth management

Posted by Perry van Wesel on Jan 31, 2019 3:45:00 PM

The beginning of 2019 has been a busy one at Check6 as we launch updates to our Business Intelligence Tool beta version. The B.I. Tool enables interactive functions to apply multiple filters to specific information for focussed analysis and strategic insights. The video for this blog post is based on test data set and is not associated with any client or third party.

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Topics: "wealth management", "wealth management reporting", innovation, data analysis, single family offices, multi-family offices, platform architecture, FinTech, Online Wealth View, Detailed Look-Through, interactive wealth management tools

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