Ilustración sección

Ottenere i codici ISIN e DGS

Conoscere i codici ISIN e DGS dei portafogli di investimento è essenziale per le banche e i gestori di fondi per eseguire trasferimenti di fondi e piani pensionistici. Per vari motivi, alcune entità non li rendono molto accessibili ai loro clienti finali, clienti che oggi sono responsabili di ottenerli manualmente al fine di fornirli alla loro nuova entità e avviare il trasferimento. A causa della difficoltà, c'è un tasso significativo di ripudio.

Inoltre, la disponibilità di questi codici tramite API è molto preziosa per l'analisi dei portafogli di investimento, perché consente il processo di categorizzazione e tracciamento.

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