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Transfer of investment funds and pension schemes

Banks and fund managers already have digital processes in place to transfer investment portfolios from an external originator to their own portfolios. However, obtaining the ISIN codes, in the case of fund portfolios, and the DGS codes, in the case of pension plans, is a step that is not automated, leaving the client with the tedious task of locating these codes, sending them to their manager so that they, or the bank's backoffice, can enter them into another tool to complete the transfer. Untransferred portfolios mean lost business for the bank.

The Wealth Reader API synchronously and accurately retrieves the ISIN and DGS codes of any entity.

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