Portfolio management

Seamlessly implement an advanced portfolio
management and reporting solution.

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.

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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 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