Ilustración sección

Μεταβίβαση επενδυτικών κεφαλαίων και συνταξιοδοτικών προγραμμάτων

Οι τράπεζες και οι διαχειριστές κεφαλαίων διαθέτουν ήδη ψηφιακές διαδικασίες για τη μεταφορά επενδυτικών χαρτοφυλακίων από εξωτερική οντότητα στα δικά τους χαρτοφυλάκια. Ωστόσο, η απόκτηση των κωδικών ISIN, στην περίπτωση χαρτοφυλακίων αμοιβαίων κεφαλαίων, και των κωδικών ΣΕΚ, στην περίπτωση συνταξιοδοτικών προγραμμάτων, είναι ένα βήμα που δεν είναι αυτοματοποιημένο, είναι ευθύνη του πελάτη το κουραστικό έργο του εντοπισμού αυτών των κωδικών, να τους στείλει στον διευθυντή του και ότι αυτός, ή το backoffice της τράπεζας, τους εισβάλλει σε άλλο εργαλείο για να ολοκληρώσει τη μεταφορά. Τα μη μεταβιβασθέντα χαρτοφυλάκια σημαίνουν χαμένες επιχειρηματικές δραστηριότητες για την τράπεζα.

Το Wealth Reader API λαμβάνει συγχρονισμένα και με ακρίβεια τους κωδικούς ISIN και DGS οποιασδήποτε οντότητας.

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