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IAM, EAM, DFM, & IFA

Tech-driven, one-stop digital wealth management solution

Create a better financial future for your customers

Get in touch

EUR 105 billion+

Assets under management

200 million+

OpenAPI request/day

285+

Financial intermediaries

What we offer

  • Broker and custody services from a trusted partner

    Access 71,000+ cash and margin products across global markets with a licensed Danish bank as your broker and custodian.

  • Digital onboarding and automated back end

    Get digital reporting, instant funds booking, and 365-degree consolidated statements while your clients onboard completely online.

  • Regulatory compliance and reporting

    Take advantage of technology that complies with regulatory requirements across multiple jurisdictions.

  • Reduced administrative burden

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

  • Flexible partner remuneration models

    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.

  • Compliant investment platform to monitor employee PAD

    Manage the risk of your employees’ trading by controlling which broker they invest with.

Connect with local sales teams

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    Expert support 24/6 from a dedicated team

    Find the right solution for your business with more than 100 institutional specialists operating from offices in key financial centers, including Copenhagen, London, Amsterdam, Singapore, Sydney, Zurich, and Dubai.
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    Relationship managers

    Personal point of contact for strategic partnership building

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    Prime services

    Daily account management and operational support

    icon Electronic trading client services
    24/7 IT maintenance

    Constant monitoring of IT systems for continuity management

    Contact a local representative

    Expert-support
    Real-time multi-asset execution
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    Real-time multi-asset execution

    Trade and manage your portfolios from a single account covering 71,000+ instruments from cash products to sophisticated futures and options—all effectively handled with tech-driven broker execution and custody services. 

    Increase scale with automated back-end processes and portfolio management services. Integrate all functions of your business into one cost-effective system.

    PMS provider
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    Easy integration with PMS providers

    Benefit from connectivity through APIs and multiple integration points for EOD files, FIX, and OpenAPI.

    Integrate seamlessly into core custody provider banking systems and simplify collaboration across the ecosystem.

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    Scalable distribution and effective client 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.

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    End-client apps that support hybrid models

    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.

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    Model portfolios for your clients

    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.

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    Compliant investment platform to monitor employee personal account dealing (PAD)   

    Preferred broker partnership
    Rely on us for compliance with employee personal account dealing, including transactional reporting and bespoke integration with internal systems for monitoring. 

    Multi-asset execution, clearing, and custody
    Your employees can trade equities, ETFs, bonds, mutual funds, and managed portfolios within the same account. Plus, they can trade currencies from separate sub-accounts added to their main Saxo account.  

    Manage reputational risk 
    Avoid the front page and effectively monitor staff personal account dealing (PAD). 

    Control the counterparty
    Manage the risk of your employees’ trading by controlling which broker they invest with.

    See preferred broker solutions

    Portfolio management solutions from digital wealth providers

    • Customised front-end journeys for your clients
    • Connectivity to multiple wealth platforms with secure APIs 
    • Quicker solution setups due to our existing provider connections

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