Global Consolidation
Aggregate and consolidate data across multiple accounts and entities
The Global Consolidation module in InvestGlass provides a unified view of data across multiple accounts, portfolios, and entities. This feature is essential for organisations managing complex client structures with multiple accounts or legal entities.
What Is Global Consolidation?
Global Consolidation aggregates financial and CRM data from multiple sources into a single consolidated view. This allows relationship managers and compliance officers to see the complete picture of a client's holdings, activities, and relationships across all accounts.
How to Access Global Consolidation
- Log in to your InvestGlass instance.
2. Navigate to the left-hand sidebar menu.
3. Click on Global Consolidation to access the consolidated views.
Key Features
- Multi-Account Aggregation - Combine data from multiple accounts into one view
- Cross-Entity Reporting - Generate reports spanning multiple legal entities
- Consolidated Positions - View total holdings across all portfolios
- Hierarchical Views - Navigate through account hierarchies
- Currency Consolidation - Convert and aggregate across currencies
- Real-Time Updates - See consolidated data updated in real time
- Real-Time Updates - See consolidated data updated in real time
- Currency Consolidation - Convert and aggregate across currencies
- Hierarchical Views - Navigate through account hierarchies
- Consolidated Positions - View total holdings across all portfolios
- Cross-Entity Reporting - Generate reports spanning multiple legal entities
Best Practices
Define clear consolidation hierarchies before setting up views. Ensure currency conversion rates are kept up to date. Use filters to focus on specific segments when the consolidated view becomes complex.
Related Modules
Global Consolidation integrates with Accounts, Contacts, Reporting, and Portfolio Templates modules.
Updated about 2 hours ago