Webinar #3 for Independent Asset Managers

At this webinar, we will recap on key SaxoPartnerConnect features, now ready in live environment – and give you a walk-through of migration process.

View webinar presentations

View previous webinar recordings from September and June.

Agenda

11:00 - 11:05
Welcome

By René Kirkels, Managing Director, Saxo Advanced Solutions Mid-European

11:05 - 11:30
SaxoPartnerConnect for IAMs
Anders will recap on key functionalities in live environment including increased transparency on daily operations via a general dashboard, case management, cash and risk management modules, new advanced client screener module, new corporate actions modules, a powerful search engine and much more.

By Anders Stengaard Jensen, Director, Platforms

11:30 - 11:55
Walk-through of migration process
Get an overview of key dates and milestones of the migration process, details on platform access and report generation, introduction to our help center and information on SaxoPortfolio for your end-customers.

By Christoffer Pedersen, Senior Business Developer, Partner Platforms and Aäron van Gulik, Business and product management

11:55 - 12:00
Questions and closure

By René Kirkels, Managing Director, Saxo Advanced Solutions Mid-European Region