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Check6 Wealth Blog

How can I visualize my financial data?

Posted by Hella de Jong on Nov 13, 2020 7:00:00 AM

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.

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Topics: data analysis, data visualisation, insightful financial reporting, direct data feeds, wealth reports

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

Top Trends in Wealth Management: 2020 (Capgemini Report)

Posted by Hella de Jong on Jul 1, 2020 12:15:00 PM

Capgemini published their top trends for 2020 and as a data company operating in the wealth management sector, the report is a must-read. Even though we’re already almost halfway of 2020, we’ve listed the nine trends mentioned in the report. What trends have you already seen?

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Topics: "wealth management", ESG, HNWI and UHNWI, wealth reports, Trends

How to choose your custodians for a family office?

Posted by Johan Pieter Verwey on Nov 7, 2019 3:45:58 PM

Finding the right banking partners can make your life as a Family Officer a lot easier. Your custodians perform a number of services that you rely on, on a daily basis. For transactions, investment advice, compliance  and reporting. The data the custodians create and distribute should be the foundation of your financial management, consolidated reporting and monitoring systems. The quality of that data is key.

And here, as with most things in life, not animals are created equal. 

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Topics: single family offices, direct data feeds with banks, automatic data feeds, data feeds, HNWI and UHNWI, wealth reports, consolidated reporting, family office management

Meet Swetha, Check6's new Security Administrator

Posted by Swetha Subramaniyan on Oct 2, 2019 4:20:00 PM

In September, Check6 has had quite a few members joining! Now, we would like to introduce Swetha, who is working on Data Reconciliation for Check6. I'm handing over her introduction! ---

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Topics: "wealth management reporting", Check6 corporate culture, Check6, HNWI and UHNWI, wealth reports, daily wealth reports, financial data management, data reconciliation, consolidated reporting

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

Meet Sandra Stenzler, a new member of the Check6 Data Team

Posted by Shaina Laughlin on Sep 29, 2019 10:14:00 AM

Meet Sandra Stenzler, the Breda-native who joined Check6 Data team for securities reconciliation 4 months ago.

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Topics: data management, connection to bookkeeping systems, insightful financial reporting, wealth reports, daily wealth reports, financial data management, data reconciliation, consolidated reporting

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

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.

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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

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