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

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 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.

White label
Outsource your multi-asset trading and investment infrastructure.
Learn more
Introducing brokers
Provide trading technology, execution and post-trade services to disclosed end-clients.
Learn more
Portfolio management
Implement an advanced portfolio management and reporting solution.
Learn more
Automated managed portfolios
Deliver cost-effective, flexible robo-advisory investment experiences.
Learn more

See all solutions

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.

Testimonials

“Saxo Select technology allows us to deliver sophisticated opportunities to our clients, empowering our portfolio management practice with high technology and streamlined execution.”

Luis Simões Pereira
CEO, DIF Markets
“...we can manage a number of target models across our onshore and offshore business, rebalance, trade and provide online reporting to our clients. Using Saxo’s platform allows us to grow our business and offer our clients an excellent service.”
Chris Potgieter
Head of private client securities,
Old Mutual Wealth