Multi-Bank Portfolio Aggregation

One unified view. Every custodian. Total control. The Swiss sovereign platform for wealth managers, family offices, and private banks.

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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 Concentration Risks

When positions are split across custodians, dangerous concentration levels remain invisible until it is too late.

Compliance Blind Spots

Mandate monitoring fails without a consolidated view of total client exposure across all institutions.

Fragmented Reporting

Clients receive inconsistent, disjointed reports from each institution separately, eroding trust and transparency.

Currency & ESG Breaches

Aggregate currency exposure and ESG score violations only become visible when all positions are consolidated.

Client Attrition

Clients increasingly expect a single, transparent view of their total wealth and will move to advisors who provide it.

Global Consolidation

Powerful filters

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.

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Global Consolidation

See your clients’ complete wealth picture today

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.

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InvestGlass Portfolio Aggregation

The Swiss sovereign platform that unifies all your clients’ portfolios across every custodian bank in one secure, compliant view.

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Connect to major banks in minutes, not months

UBS Group

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Julius Baer

룩셈부르크

EFG International

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BNP BNP Paribas

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Julius Baer

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J. Safra Sarasin

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Pictet Group

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Gonet

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UBP

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Arab Bank

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Swissquote

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Syz Bank

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