Ilustración sección

Übertragung von Investmentfonds und Pensionsplänen

Banken und Fondsmanager verfügen bereits über digitale Prozesse, um Anlageportfolios von einer externen Instanz in ihre eigenen Portfolios zu übertragen. Das Abrufen der ISIN-Codes im Falle von Fondsportfolios und der DGS-Codes im Falle von Pensionsplänen ist jedoch ein Schritt, der nicht automatisiert ist, da der Kunde die mühsame Aufgabe hat, diese Codes zu finden, sie an seinen Manager zu senden und dass er oder das Backoffice der Bank sie in ein anderes Tool eindringt, um die Überweisung abzuschließen. Nicht übertragene Portfolios bedeuten für die Bank Geschäftsverluste.

Die Wealth Reader API ruft synchron und genau die ISIN- und DGS-Codes jedes Unternehmens ab.

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