Ilustración sección

Transferência de fundos de investimento e planos de pensão

Bancos e gestores de fundos já possuem processos digitais para transferir carteiras de investimento de uma entidade externa para suas próprias carteiras. No entanto, obter os códigos ISIN, no caso das carteiras de fundos, e os códigos DGS, no caso dos planos de pensões, é um passo que não é automatizado, sendo da responsabilidade do cliente a tediosa tarefa de localizar esses códigos, enviá-los ao seu gestor e que ele, ou o backoffice do banco, os invada noutra ferramenta para concluir a transferência. Carteiras não transferidas significam perda de negócios para o banco.

A API do Wealth Reader obtém de forma síncrona e precisa os códigos ISIN e DGS de qualquer entidade.

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