Reduced administrative burden
We free up external asset managers to focus on investment performance and customer management through automated back-end processes and portfolio management services.
Multi-asset execution and custody
Use technology for efficient portfolio management with access to 24/5 high-touch bespoke services.
Digital portfolio monitoring and oversight
Enable your customers to follow their wealth preservation and growth on a user-friendly, mobile platform.
Implement a modern platform model and focus on leveraging your own competitive edge
Keep pace with technological innovations and research – and focus on optimal portfolio construction and client-centric innovation.
Technology to unburden asset managers
Technology to unburden asset managers
Client-centric innovation
Tailored solutions - your vision
Maximise your unique advantages and construct optimal portfolios leveraging technological innovations and research from leading providers.
Scale and expand your service offering across new client segments
Grow your business with digital investment solutions and meet mass-affluent investor needs cost-effectively.
Event-driven reviews and transaction monitoring
Rely on monitoring dashboards to identify exceptions that require management in your book of business.
Digital onboarding
Replace manual processes for acceptance, KYC and compliance reviews and benefit from digital onboarding flows across multiple jurisdictions.
Platforms for digitised investment management
Platforms for digitised investment management
Regulatory compliance
Regulatory compliance
Expert support from institutional professionals
Expert support from institutional professionals
Partner with Saxo
Design your solution
Develop your business plan and key metrics with our experts.
Implement technology
We’ll help you configure, implement and test your solution.
Launch
Receive ongoing expert support from your commercial launch onward.