Ilustración sección

Obtenção de códigos ISIN e DGS

Conhecer os códigos ISIN e DGS das carteiras de investimento é essencial para que bancos e gestores de fundos executem transferências de fundos e planos de pensões. Por várias razões, algumas entidades não os tornam muito acessíveis aos seus clientes finais, clientes que hoje são responsáveis por obtê-los manualmente, a fim de fornecê-los à sua nova entidade e iniciar a transferência. Devido à dificuldade, há um índice significativo de repúdio.

Além disso, a disponibilização desses códigos por meio de APIs é muito valiosa para a análise de carteiras de investimentos, pois permite o processo de categorização e rastreamento.

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