{"id":50030,"date":"2026-05-08T12:09:36","date_gmt":"2026-05-08T10:09:36","guid":{"rendered":"https:\/\/www.investglass.com\/?page_id=50030"},"modified":"2026-05-28T11:55:57","modified_gmt":"2026-05-28T09:55:57","slug":"agregation-comptes","status":"publish","type":"page","link":"https:\/\/www.investglass.com\/da\/agregation-comptes\/","title":{"rendered":"agregation comptes"},"content":{"rendered":"<h1>Multi-Bank<br \/>\nPortfolio Aggregation<\/h1>\n<div>One unified view. Every custodian. Total control. The Swiss sovereign platform for wealth managers, family offices, and private banks.<\/div>\n<p><p>\n        <a href=\"\/contact-our-sales-team\/\">Start now<\/a>\n    <\/p>\n<\/p>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2024\/05\/InvestGlass-smile8.png\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-Portfolio-2024-3382bf7c-1.png\" alt=\"InvestGlass The Complete Portfolio Management System\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/about-hero-35.jpg\" alt=\"\"><\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2025\/04\/InvestGlass-Model-Portfolio.png\" alt=\"InvestGlass Model Portfolio\"><\/p>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-35.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-36.png\" alt=\"\"><\/p>\n<h2>Fragmented data creates blind spots and compliance risks<\/h2>\n<ul>\n<li>\n<h3>30%+ Time Wasted<\/h3>\n<div>Manual data collection from multiple bank portals consumes over 30% of reporting time that could be spent advising clients.<\/div>\n<\/li>\n<li>\n<h3>Hidden Concentration Risks<\/h3>\n<div>When positions are split across custodians, dangerous concentration levels remain invisible until it is too late.<\/div>\n<\/li>\n<li>\n<h3>Compliance Blind Spots<\/h3>\n<div>Mandate monitoring fails without a consolidated view of total client exposure across all institutions.<\/div>\n<\/li>\n<li>\n<h3>Fragmented Reporting<\/h3>\n<div>Clients receive inconsistent, disjointed reports from each institution separately, eroding trust and transparency.<\/div>\n<\/li>\n<li>\n<h3>Currency &#038; ESG Breaches<\/h3>\n<div>Aggregate currency exposure and ESG score violations only become visible when all positions are consolidated.<\/div>\n<\/li>\n<li>\n<h3>Client Attrition<\/h3>\n<div>Clients increasingly expect a single, transparent view of their total wealth and will move to advisors who provide it.<\/div>\n<\/li>\n<\/ul>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-35.png\" alt=\"\"><br \/>\n<img decoding=\"async\" src=\"\/wp-content\/uploads\/background-square-100-36.png\" alt=\"\"><\/p>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Global-Consolidation2.png\" alt=\"\"><\/p>\n<h3>Powerful filters<\/h3>\n<p>Global Consolidation<\/p>\n<div>Built for wealth professionals managing assets across multiple institutions, our advanced filtering tools make it easy to organize, analyze, and monitor complex portfolios with precision. Quickly segment clients, portfolios, transactions, holdings, or risk exposures across banks, custodians, and asset classes from a single unified platform. <\/div>\n<p><a href=\"\/contact-our-sales-team\/\">Contact our team<\/a><\/p>\n<\/div>\n<div>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-Global-Consolidation.png\" alt=\"\"><\/p>\n<h3>See your clients&#8217; complete wealth picture today<\/h3>\n<p>Global Consolidation<\/p>\n<div>Built for wealth professionals who manage client assets across multiple banks, custodians, and financial institutions, providing a centralized platform to streamline portfolio oversight, reporting, compliance, and client engagement from a single secure interface.<\/div>\n<p><a href=\"\/contact-our-sales-team\/\">Schedule a call<\/a><\/p>\n<\/div>\n<h2>InvestGlass Portfolio Aggregation<\/h2>\n<div>The Swiss sovereign platform that unifies all your clients&#8217; portfolios across every custodian bank in one secure, compliant view.<\/p>\n<\/div>\n<p><p>\n        <a href=\"\/contact-our-sales-team\/\">Contact our team<\/a>\n    <\/p>\n<\/p>\n<p><img decoding=\"async\" src=\"\/wp-content\/uploads\/2026\/05\/InvestGlass-consolidation.png\" alt=\"\"><\/p>\n<h2>Connect to major banks in minutes, not months<\/h2>\n<ul>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>UBS Group<\/h3>\n<p>Switzerland<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>Julius Baer<\/h3>\n<p>Luxembourg<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>EFG International<\/h3>\n<p>Switzerland<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>BNP BNP Paribas<\/h3>\n<p>France<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>Julius Baer<\/h3>\n<p>Switzerland<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>J. Safra Sarasin<\/h3>\n<p>Switzerland<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>Pictet Group<\/h3>\n<p>Switzerland<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>Gonet<\/h3>\n<p>Switzerland<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>UBP<\/h3>\n<p>Switzerland<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>Arab Bank<\/h3>\n<p>Switzerland<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>Swissquote<\/h3>\n<p>Switzerland<\/p>\n<\/li>\n<li>\n<p>        <img decoding=\"async\" src=\"\/wp-content\/uploads\/icon-m-plug.svg\" alt=\"\"><\/p>\n<h3>Syz Bank<\/h3>\n<p>Switzerland<\/p>\n<\/li>\n<\/ul>\n<p><!--more--><br \/>\n<!-- {\"type\":\"layout\",\"children\":[{\"type\":\"section\",\"props\":{\"animation\":\"slide-bottom-medium\",\"animation_delay\":\"100\",\"header_transparent\":true,\"header_transparent_text_color\":\"dark\",\"image_position\":\"center-center\",\"padding_bottom\":\"none\",\"padding_top\":\"large\",\"style\":\"default\",\"title_breakpoint\":\"xl\",\"title_position\":\"top-left\",\"title_rotation\":\"left\",\"vertical_align\":\"\",\"width\":\"default\"},\"children\":[{\"type\":\"row\",\"props\":{\"column_gap\":\"large\",\"layout\":\"2-5,3-5\",\"margin_bottom\":\"remove\",\"margin_top\":\"remove\",\"row_gap\":\"large\"},\"children\":[{\"type\":\"column\",\"props\":{\"image_position\":\"center-center\",\"position_sticky_breakpoint\":\"m\",\"vertical_align\":\"middle\",\"width_medium\":\"2-5\"},\"children\":[{\"type\":\"headline\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"content\":\"Multi-Bank\\nPortfolio Aggregation\",\"image_align\":\"left\",\"image_margin\":\"xsmall\",\"maxwidth\":\"xlarge\",\"position\":\"relative\",\"position_z_index\":\"1\",\"text_align\":\"left\",\"text_align_breakpoint\":\"m\",\"text_align_fallback\":\"center\",\"title_element\":\"h1\",\"title_style\":\"heading-small\"}},{\"type\":\"text\",\"props\":{\"block_align_breakpoint\":\"m\",\"block_align_fallback\":\"center\",\"column_breakpoint\":\"m\",\"content\":\"One unified view. 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Every custodian. Total control. The Swiss sovereign platform for wealth managers, family offices, and private banks. Start now Fragmented data creates blind spots and compliance risks 30%+ Time Wasted Manual data collection from multiple bank portals consumes over 30% of reporting time that could be spent advising clients. Hidden [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-50030","page","type-page","status-publish","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.8 (Yoast SEO v28.1) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Agregation Comptes for Unified Client View | InvestGlass<\/title>\n<meta name=\"description\" content=\"Unlock the benefits of agregation comptes for wealth management. 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