Ilustración sección

Overføring av investeringsmidler og pensjonsordninger

Banker og fondsforvaltere har allerede digitale prosesser for å overføre investeringsporteføljer fra en ekstern enhet til egne porteføljer. Å skaffe ISIN-kodene, når det gjelder fondsporteføljer, og DGS-kodene, når det gjelder pensjonsordninger, er imidlertid et trinn som ikke er automatisert, ettersom kundens ansvar er den kjedelige oppgaven med å finne disse kodene, for å sende dem til sin leder og at han, eller bankens backoffice, trenger dem inn i et annet verktøy for å fullføre overføringen. Uoverførte porteføljer betyr tapt virksomhet for banken.

Wealth Reader API får synkront og nøyaktig ISIN- og DGS-kodene til enhver enhet.

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