Our partners get a one-stop digital wealth management solution that supports self-directed, advisory, and discretionary mandates. Use SaxoConnect and gain operational efficiency by using one system to connect all of your business functions:

• Advisory
• Portfolio management
• Client fee management
• Client reporting
• Asset servicing and cash servicing operations

We distribute capital markets products and services via our proprietary platforms.

• Professional-grade trading with the desktop version of SaxoTrader for self-directed traders
• Web, mobile, and tablet trading via SaxoTrader for self-directed traders
• Intuitive investment on SaxoInvestor for self-directed and delegating investors
• Read-only portfolio oversight on SaxoPortfolio for delegating investors

We’ll give you market access through a stable, fast, flexible, and fully documented electronic infrastructure. 

With over 20 years’ experience in creating liquidity pools and execution capabilities, we construct competitive solutions best suited to our clients’ flows.

Our connectivity to major technology, bridge, and platform providers ensures swift API implementation.

You can connect to and integrate with our entire capital markets infrastructure.

Build bespoke, fully integrated user experiences or embed new products, services, and functionality into your existing UI and infrastructure.

Integrate seamlessly into your own systems through our REST OpenAPI, which uses SAML and OAuth to ensure a secure, simple development.

Simplify collaboration with fintechs and third-party tools.

We offer a fully digitalised end-to-end operational outsourcing service encompassing:

• Trade reconciliation and settlement
• Digital client journey for corporate action elections
• Mandatory and voluntary corporate actions processing
• Withholding tax handling
• Client proxy voting handling
• Overnight financing
• Stock lending inventory handling
• Collateral management
• Stocks transfer handling

EOD reporting files

We produce standard accounting EOD files with comprehensive data on all activities for the previous 24 trading hours.

• Orders and trades
• Cash balances and movements
• Currency exchange rates
• Positions and mark-to-market valuation
• Corporate actions
• Account management activities

Regulatory reporting services

Satisfy ever-evolving regulatory reporting requirements across multiple jurisdictions.

• Consolidated reports and end-customer statements
• Yearly statement
• Cost overview
• MIFID II transactional reporting / EMIR reporting