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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

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

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