Ilustración sección

Traspàs de fons d' inversió i plans de pensions

Els bancs i gestores de fons ja compten amb processos digitals per traspassar carteres d'inversió des d'una entitat d'origen externa cap a les seves pròpies carteres. No obstant això l' obtenció dels codis ISIN, en el cas de les carteres de fons, i els codis DGS, en el cas dels plans de pensions, és un pas que no és automatitzat, essent responsabilitat del client la tediosa tasca de localitzar aquests codis, per enviar-los al seu gestor i que ell, o el backoffice del banc els intrueixi en una altra eina per completar el traspàs. Les carteres no traspassades signifiquen negoci perdut per al banc.

L'API de Wealth Reader obté de forma síncrona i precisa els codis ISIN i DGS de qualsevol entitat.

Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' } Ocurrió un error: { code: 401001, message: 'The request is not authorized because credentials are missing or invalid.' }

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