BROKERS: end-client journeys
Global market access and post-trade services for your clients
EUR 95 billion+
assets under management
200 million+
OpenAPI request/day
400+
Financial intermediaries
What we offer
Bespoke human service from institutional professionals
Bespoke human service from institutional professionals
Pre-launch project management team
Design and architecture experts to help configure and implement your solution
Relationship managers
Personal point of contact for strategic partnership building
Prime services
Daily account management and operational support
24/7 IT maintenance
Constant monitoring of IT systems for continuity management
Flexible partnership tailored to your business needs
White label | IMA | Introducing broker | |
---|---|---|---|
License | To hold client funds | To hold client funds | Financial institution |
End-client KYC/DD | With partner | With partner | With Saxo |
1st line of support | Partner | Partner | IB/Saxo |
Front ends | All available | No client-facing front end | All available |
Market data | With partner | With partner | Included |
Risk management | With partner | With partner | With Saxo |
Multi-asset execution, custody, and post-trade services
Multi-asset execution, custody, and post-trade services
Scalability and reduced legacy system dependence
Scalability and reduced legacy system dependence

More solutions
Get to market quickly and reduce overhead to serve execution-only clients.
Offer your end-clients branded front ends. Meet the needs of advanced traders with SaxoTraderPRO, our professional-grade, customisable trading platform. Provide your retail traders with SaxoTraderGO, a simple, multi-asset front end with some advanced trading tools. Cater to your retail investors with SaxoInvestor, a user-friendly front end that makes it easy to diversify and build managed portfolios as well as self-trading portfolios across cash products.
Create bespoke and fully integrated user experiences using our technology stack and OpenAPI.
Receive digital onboarding and reporting services, instant funds booking, and 365-degree consolidated statements.
Handle ever-changing onboarding and regulatory reporting requirements, including EMIR and MiFID II transactional reporting and customer statements.
Create your own hierarchy of accounts to manage multiple client accounts within a single account and flexible fee structure.
Get a principal account (your omnibus account) with multiple sub-accounts aggregated underneath. Use this structure to facilitate trading, funding, interest, commissions, and risk management across multiple underlying client accounts.
Trade currencies from separate sub-accounts aggregated at owner level. Manage risk and monitor exposure at sub-account or aggregated levels.
Manage your accounts, workflows, and employee access, and gain access to 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.