Wealth managers
Implement technology-driven
solutions to meet mass affluent and HNW investor needs.
Automated wealth management
Use technology for efficient portfolio management and automated investment services.
Reduced operating spend
Outsource your trading and investment needs to our scalable, capital-efficient open banking infrastructure.
Digital client engagement
Integrate digital client experiences into your advisory and discretionary service offerings.
Regulatory compliance
Benefit from technology that automatically complies with regulatory needs.
Reduced operating spend
Reduced operating spend
Increase scale and automation to grow your business
Improve end-client experience while automating back-end processes and free up advisors to focus on investment performance.
Lower your total cost of ownership
Keep pace with technological innovations while lowering ongoing capital expenditure.
Drive productivity across the value chain
Decrease your legacy system-reliance by outsourcing your portfolio management needs to our scalable, cost-efficient open banking infrastructure.
Client-centric innovation
Increase client engagement and focus on creating optimal journeys 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.
Portfolio management services
Provide financial advisors with professional reporting tools to trade on and manage client portfolios with greater efficiency.
Automated investment services
Deliver branded robo-advisory client experiences off the shelf, or build tailormade investor experiences via OpenAPI.
Regulatory compliance
Regulatory compliance
Regulatory reporting services across 170+ jurisdictions
Monitor risks effectively and handle ever-changing regulatory reporting requirements with consolidated reports, including EMIR and MiFID II transactional reporting, and customer statements.
Full transparency
Improve end-client experience and meet regulatory requirements by providing your investors with digital portfolio monitoring.
Wealth manager solutions
Our technology helps wealth managers reduce costs and innovate through investment management technology.
Expert support from institutional professionals
Expert support from institutional professionals
With more than 100 institutional specialists operating from our major hubs in Denmark, London and Singapore, 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.
Testimonials
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.