Ilustración sección

Obținerea codurilor ISIN și DGS

Cunoașterea codurilor ISIN și DGS ale portofoliilor de investiții este esențială pentru ca băncile și administratorii de fonduri să execute transferuri de fonduri și planuri de pensii. Din diverse motive, unele entități nu le fac foarte accesibile clienților finali, clienți care astăzi sunt responsabili pentru obținerea lor manuală pentru a le furniza noii entități și a iniția transferul. Datorită dificultății, există o rată semnificativă de repudiere.

În plus, disponibilitatea acestor coduri prin API-uri este foarte valoroasă pentru analiza portofoliilor de investiții, deoarece permite procesul de clasificare și urmărire.

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