Partner Product Update

Get introduced to SaxoPartnerConnect and manage your clients more efficiently - Key benefits:

  • Increased transparency on daily operations 
    Use the dashboard to monitor key events for your client base 
     
  • Configurable access for your employees 
    Define user levels for your employees across dealer and back-office functions 
     
  • Powerful client screener 
    Apply your preferred filter on holdings, balances, margin utilization, configuration properties – and much more. 
     
  • Case management module for improved overview of your interaction with Saxo  
    Manage your relationship with Saxo Bank more effectively and view status of your cases or search by type of case 
     
  • Detailed client overviews 
    Access key details on individual clients and their related users and accounts 

  • Single client performance views 
    Use the new single client view including performance information and improved transaction reporting
05-june-mpu-22

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