Fully integrated portfolio management and reporting solutions
Our advanced, cost efficient, turn-key portfolio management solution – Saxo Portfolio Manager – integrates seamlessly with our trading platforms. Wealth and asset managers, banks, fintechs and financial advisors can use it to trade on and manage their client portfolios with greater efficiency.
Integrated portfolio management
Rebalance across multiple client portfolios using block orders and algorithms, and trade seamlessly from order entry to settlement.
Risk and compliance management
Utilise multiple rules and risk management features to monitor risk effectively and ensure compliance.
Advanced reporting tools
Get professional portfolio reporting tools and reports, out of the box. Generate PDF reports and provide an online portal for clients to view their investments.
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.
“Saxo Portfolio Manager has been a transformational tool in allowing us to expediently expose our clients to our best global investment ideas and at the same time ensuring best execution and portfolio management practise.”
Simon Fillmore CEO, Independent Securities
“...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
Partner with Saxo
Design your solution
Develop your business plan and key metrics with our experts.
We’ll help you configure, implement and test your solution.
Receive ongoing expert support from your commercial launch onward.
Your browser cannot display this website correctly.
Our website is optimised to be browsed by a system running iOS 9.X and on desktop IE 10 or newer. If you are using an older system or browser, the website may look strange. To improve your experience on our site, please update your browser or system.