Ilustración sección

Overførsel af investeringsfonde og pensionsordninger

Banker og fondsforvaltere har allerede indført digitale processer til overførsel af investeringsporteføljer fra en ekstern enhed til deres egne porteføljer. Indhentning af ISIN-koderne i tilfælde af fondsporteføljer og indskudsgarantikoderne i tilfælde af pensionsordninger er imidlertid et trin, der ikke er automatiseret, idet kundens ansvar er den kedelige opgave at lokalisere disse koder, at sende dem til sin leder, og at han eller bankens backoffice trænger dem ind i et andet værktøj for at fuldføre overførslen. Uoverførte porteføljer betyder tabt forretning for banken.

Wealth Reader API henter synkront og nøjagtigt ISIN- og DGS-koderne for enhver enhed.

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