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External asset managers

Access tech-driven portfolio management solutions – and focus on creating a better financial future for your customers. We provide solutions for the external or independent asset manager and wealth manager with discretionary mandates.

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

Customer onboarding and automated back-end processes
We take care of customer registration processes and administrate your customer’s assets in their Saxo account. Plus, we take care of both the execution and settlement of securities transactions.

Integrated portfolio management solutions
Trade and manage client portfolios with greater efficiency using integrated portfolio management, risk and compliance management services.

Advanced reporting
Get professional portfolio reporting tools to meet ever-changing regulatory reporting requirements.

Automated fee calculation
Automate the calculation and booking of management and performance fees.

Client-centric innovation

Focus on achieving your goals and create unique client experiences by combining human touch with integrated digital financial services delivery.

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

Fully integrated, professional portfolio management and reporting
Trade and manage portfolios efficiently on a sophisticated multi-device platform for external asset managers.

Block trading on multiple managed accounts
Automated allocation service enables block trading on behalf of multiple customers in a highly efficient flow.

Multi-asset execution and custody for optimal portfolio construction
Get multi-asset execution and custody across 70,000 instruments for optimal portfolio diversification across geographies, industries and instruments.

We enable trading across eight asset classes including stocks, ETFs, mutual funds, bonds, futures and options.

Digital portfolio monitoring and oversight
End-customers can follow their wealth preservation and growth with digital portfolio monitoring.

Get full transparency of end-client portfolio holdings and performance on a user-friendly, mobile platform.

Integrated back office and reporting-services

Regulatory compliance

Out-of-the box MiFID II compliant performance reports
Reduce complexity and improve portfolio performance and transparency through customised and integrated digital client experiences, including depreciation reporting, flexible visualisation and analytics tools.

Deliver best-practice compliance capabilities to your customers
Improve security by monitoring risks effectively.

Handle ever-changing onboarding and regulatory reporting requirements, including EMIR and MiFID II transactional reporting, and customer statements.

End-of-day file transfers
Get daily end-of-day trading and account activity files, and generate additional customer activity data for tax reporting when clients or regulators require it.

Expert support from institutional professionals

With a team of specialists operating from our offices in Denmark, the Netherlands, Belgium, France, Switzerland and Singapore, we are dedicated to assisting external asset managers.

Our team has the experience, vision, personality and knowledge to provide you with a high-touch bespoke service – putting you in the best position to help your clients achieve their end goals.

Contact us today to discuss your business needs and how Saxo’s solutions can support you.

Relationship managers
Your personal point of contact for support and strategic partnership, ensuring you can focus on investment performance.

Client services
Responsible for providing external asset managers with daily account management and operational support.

24/7 IT maintenance
Constant monitoring of IT systems for continuity management.