Ilustración sección

投资基金和养恤金计划的转移

银行和基金经理已经制定了数字流程，可以将投资组合从外部实体转移到自己的投资组合。但是，对于基金投资组合，获取ISIN代码，在养老金计划的情况下，获取DGS代码是一个非自动化的步骤，因为客户有责任找到这些代码的繁琐任务，将它们发送给他的经理，他或银行的后台将它们侵入另一个工具以完成转移。未转移的投资组合意味着银行的业务损失。

财富阅读器API同步准确地获取任何实体的ISIN和DGS代码。

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