Webinar #3 for Independent Asset Managers
11:00 - 11:05
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
If you have any questions, please write to your relationship/account manager or directly to INST-Marketing@saxobank.com.