Financial advisors

Scale and future-proof your business efficiently and securely with digital investment solutions.

Multi-asset execution and custody

Trade and manage your portfolios from a single margin account covering 35,000 instruments

Digitised wealth management

Take advantage of efficient portfolio management and integrated digital advisory experiences

Scalable services platform

Grow your business through digitisation and automation - with low cost of ownership

Regulatory compliance

Benefit from investment technology that automatically complies with regulatory requirements

Future-proof your business with a modern platform-based business model

Future-proof your business with a modern platform-based business model

Increase scale and automation
Automate back-end processes, freeing up advisors to focus on investment performance and customer management and acquisition.

Low cost of ownership
Keep pace with technological innovations. Lower ongoing capital and operating expenditure.

Alleviate complexity
Decrease your reliance on multiple providers and outsource the full front-to-back capital markets value chain infrastructure.

Integrate with custody provider banking systems
Our APIs integrate seamlessly into core custody provider banking systems and simplify collaboration across the eco-system.

API connectivity to bespoke advisor technology providers
Get seamless tri-party arrangements with digital wealth solution providers to create personalised customer experiences. 

Client-centric innovation

Focus on client service and create unique experiences by combining human touches with integrated digital financial services delivery. 

Faster to market

Get out-of-the box digital investment solutions for immediate implementation alongside your existing services.

Build advisor apps via OpenAPI

Create unique, fully integrated advisor and end-customer experiences with access to third-party innovation via APIs.

Effective wealth preservation

Trade and manage client portfolios with greater efficiency using automated allocation and rebalancing as well as integrated real-time portfolio risk management.

Digital client engagement

Make your advisory and discretionary offerings more competitive and personalised by leveraging digital customer experiences

Regulatory compliance

Regulatory compliance

Deliver best-practice compliance capabilities across multiple jurisdictions
Reduce complexity and get increased security by monitoring risks effectively. 

Handle ever-changing on-boarding 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.

Full transparency
Improve portfolio performance and transparency through customised and integrated digital client experiences, including flexible visualisation and analytics tools.

 

Platforms for digitised investment management

Platforms for digitised investment management

Web, mobile and tablet trading via SaxoTraderGO
A sophisticated multi-device platform, offering easy portfolio management from a single account with integrated pre- to post-trading services.

Professional-grade trading on SaxoTraderPRO
A fully customisable platform with advanced features and innovative risk-management tools.

Block trading on multiple managed accounts
Automated allocation service enabling block trading on behalf of multiple customers with a single click.

Multi-asset execution
Trade mutual funds, ETFs, stocks and bonds in a single margin account with integrated clearing and custody services.

Integrated portfolio management
Fully integrated, professional portfolio management and reporting through Saxo Portfolio Manager.

Intuitive investment and portfolio oversight on SaxoInvestor
A user-friendly cash-product platform tailored to retail clients with full transparency of portfolio holdings and performance. Build bespoke investor experiences on a fully customisable and configurable platform.


 

Multiple account structures for flexibility and efficiency

Multiple account structures for flexibility and efficiency

Customise your account structure
Create your own account hierarchy with parent and multiple child accounts.

Control access rights  
Set up trading and view-only rights to defined customer segments and advisors.

Manage risks
Monitor exposures at sub-account or aggregated levels.

Tech-driven financial advisor solutions

Our technology helps financial advisors scale their business and manage their advisory services effectively.


  • Introducing broker

    Provide trading, execution and reporting services to disclosed end-clients.

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  • Portfolio management

    Implement an advanced portfolio management and reporting solution.

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  • Automated managed portfolios

    Deliver cost-effective, flexible robo-advisory investment experiences.

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  • Platforms

    Access multi-asset trading and custody through our proprietary platforms.

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  • Multi-asset prime brokerage and execution

    Receive multi-asset execution and integrated custody, clearing and post-trade services.

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    Qualified expert support from institutional professionals

    Qualified expert support from institutional professionals

    With more than 100 institutional specialists operating from offices in key financial centers, including Denmark, London, Singapore, Shanghai, Hong Kong, Switzerland and Dubai, we can deliver the right solution for your business.

    Pre-launch project management team
    Design and architecture experts to help configure and implement your solution.

    Relationship managers
    Your 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.