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Check6 Wealth Blog

How to improve the customer experience in your wealth management firm: an omnichannel approach.

Posted by Hella de Jong on Aug 26, 2020 4:15:00 PM

When you read or hear the word ‘omnichannel’ you might be thinking it has something to do with an omnivore and in a way it does. 'Omnichannel' is an approach or strategy that companies use to improve their customer experience.

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Topics: "wealth management", innovation, data management, wealth advisors, wealth reports, Trends

The World Wealth Report 2020 by Capgemini: What you need to know!

Posted by Hella de Jong on Jul 29, 2020 5:00:00 PM

Our last blog covered the trends for the year 2020, this blog will zoom in on the wealth changes from the year 2019 compared to 2018. The World Wealth Report 2020 from Capgemini is an excellent piece to gain insight in the world’s wealth.

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Topics: "wealth management", wealth advisors, impact investing, sustainability, Socially responsible investing, Trends

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

How Blockchain is changing Private Investment Industry - Q&A with veteran, Jonny Fry

Posted by Check6 on Sep 4, 2019 11:07:24 AM

As co-founder and CEO of Team Blockchain, Ltd., Jonny Fry is a frequent contributor to print and broadcast publications on Blockchain-related issues.  In the 1980s he started, and later became CEO of an asset management company, which was floated on the London stock exchange. After over 20 years, and having grown the funds under management to over £1 billion, he wanted to do something different. He was attracted to the opportunities to help companies that Blockchain technology presented and, even more, believed that crypto-currencies had created a new asset class for investors that could help digitize many industries in important ways.

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Topics: single family offices, multi-family offices, wealth advisors, Next Gen Wealth, Changing consumer expectations, Tokenization, Blockchain, Jonny Fry, Team Blockchain, Blockchain Real Estate, Leaseum, HNWI and UHNWI

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

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

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

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

Investigating an ETF with ESG overlay: what are we investing in?

Posted by Sebastian Verkuilen on Mar 13, 2019 3:52:00 PM

Within the investment industry, ESG is a hot topic these days. Last week I was inspired by an article in the “Het Financieele Dagblad” regarding ETF’s with an ESG overlay*.

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Topics: data analysis, Client Services, single family offices, multi-family offices, wealth advisors, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through

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