We offer financial institutions trading, execution, and reporting services for self-trading, advisory, and discretionary clients. Your end-clients are contracted with Saxo, and we take care of all processes from KYC and onboarding to risk management.

Access multiple asset classes with advanced allocation and rebalancing tools in one comprehensive system: SaxoPartnerConnect.

Use the client screener to get a full overview of your client base and generate portfolio and transaction reports in bulk.

Get an efficient client management system with digital communication throughout the client lifecycle—onboarding, funding, trading, corporate actions, and renewal.

Follow along with your end-clients’ step-by-step onboarding process while we handle registration and asset administration.

Individual client reporting covering all regulatory requirements, as well as real time notifications for order placement, trade execution, corporate action events.

Use flexible models that allow you to set up a variety of client fee schedules, plus get full cost transparency and competitive pricing for your clients in our end-client app.

Get fully digital services across advisory, portfolio management, client fee management, client reporting, asset servicing, and cash servicing operations.

Offer your end-clients a flexible application that allows them to combine self-trading with advised portfolios where they can receive advice and suggestions digitally.

Keep clients informed about portfolio performance through in-app full disclosure of mark-ups, pricing, and trading costs.

Set up and manage investment models in Saxo's model manager to easily handle a large number of clients.

Use the models for both discretionary and advised clients, and choose between scheduled and ad-hoc rebalancing.