Ilustración sección

Trasferimento di fondi di investimento e piani pensionistici

Le banche e i gestori di fondi dispongono già di processi digitali per trasferire i portafogli di investimento da un'entità esterna ai propri portafogli. Tuttavia, ottenere i codici ISIN, nel caso dei portafogli dei fondi, e i codici DGS, nel caso dei piani pensionistici, è un passaggio che non è automatizzato, essendo responsabilità del cliente il noioso compito di individuare questi codici, inviarli al suo gestore e che lui, o il backoffice della banca li intromette in un altro strumento per completare il trasferimento. I portafogli non trasferiti significano perdita di affari per la banca.

L'API Wealth Reader ottiene in modo sincrono e accurato i codici ISIN e DGS di qualsiasi entità.

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