Ilustración sección

Obtention des codes ISIN et DGS

La connaissance des codes ISIN et DGS des portefeuilles d’investissement est essentielle pour que les banques et les gestionnaires de fonds puissent effectuer des transferts de fonds et de plans de retraite. Pour diverses raisons, certaines entités ne les rendent pas très accessibles à leurs clients finaux, clients qui sont aujourd’hui chargés de les obtenir manuellement afin de les fournir à leur nouvelle entité et d’initier le transfert. En raison de la difficulté, il y a un taux important de répudiation.

En outre, la disponibilité de ces codes via des API est très précieuse pour l’analyse des portefeuilles d’investissement, car elle permet le processus de catégorisation et de suivi.

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