Professional-grade trading on SaxoTraderPRO
An easy-to-use, downloadable platform for advanced traders and institutional clients:
- Fully customisable across Windows and Mac
- Advanced trading features
- Innovative risk management tools
We support our partners on their growth path with services that cover the full value chain and support seamless integration across the whole capital markets infrastructure.
An easy-to-use, downloadable platform for advanced traders and institutional clients:
A simple multi-asset platform for retail traders:
A user-friendly cash-product platform tailored to retail investors:
Tailored multi-asset liquidity via a single API for institutional traders
Automated allocation service enabling one-click block trading on behalf of multiple customers, with trades and orders instantly reflected on customer accounts:
Our fully integrated portfolio management and reporting solution, Saxo Portfolio Manager offers:
Our cost-effective SelectTech investment infrastructure delivers agile and flexible robo-advisory experiences to service digitally savvy investors:
Access 35,000+ instruments across multiple asset classes, with execution, financing and real-time risk management from a single clearing and custody account.
182 FX spot pairs and 140 forward outrights.
9,000+ CFDs across stocks, indices, FX, commodities and bonds.
19,000+ stocks on 36 exchanges globally.
3,101 ETFs and ETCs, plus ETNs on cryptocurrencies.
Puts and calls on 40 FX vanilla options, plus six FX touch options.
1,200+ equity, index and futures options on metals, energy and rates.
200+ futures across 23 global exchanges and multiple asset classes.
5,000+ bonds online from 26 countries and 21 currencies.
Our Tier 1 liquidity is sourced from 85 venues, multiple banks and ECNs.
We support own-flow execution integration through local memberships.
Manage client’s subscriptions to real-time data on select exchanges with market data services, including automatic booking of client-elect monthly subscription fees.
A single trading environment for client overall portfolio exposure management, real-time position keeping and account management, risk and margin monitoring and a trading-related activity log. Access via WebConnect, an online back-office platform.
Reconciliation, settlement and custody
Automated overnight settlement, including handling of all end-of-day processes and position reconciliation across tradable asset classes, by New York close (22:00 GMT).
Booking of settlement amount to/from customer’s account on trade day to book/reserve funds for the actual security settlement.
Automatic overnight financing
Open FX positions held overnight automatically rollover to a new value date on a tom-next basis, and credit/debit charges are applied to customers holding CFDs overnight.
Corporate actions processing and stock transfers
Automatic processing and booking of corporate actions on supported exchanges to customer accounts. Voluntary elections of corporate actions handled online via the trading platform.
End-of-day and real-time reporting across front-, middle- and back-office
Generate additional reporting required by management and regulatory authorities based on end-of-day files summarising all customer activity during the trading day.
Monitor customer trading accounts in real time via WebConnect, an advanced risk management and reporting tool.
Collateral management and reporting
Support for cash, bank guarantees, bonds, stocks and credit and trading lines.
Consolidated reports and end-customer statements
View details of your trading account – including overall value, P/L breakdown and consolidated fees schedule –in the platform, or as a PDF export.
MIFID II transactional reporting
Our solutions are designed to continually comply with MiFID requirements, with partner end-customer trades included in our daily transaction reporting.
We report on relevant trades and positions between us and our partners (delegated reporting). We also offer third-party reporting, on behalf of our partners and their underlying customers.
Compliance reporting across 170+ jurisdictions
We maintain regulatory reporting packages across 170+ jurisdictions, saving our clients from similar undertakings.
Integration of own settlement services and custodian
We can tailor our solution with integration to a local Saxo-supported custodian for bespoke custody services like individual client custody accounts.
Use federated single sign-on (FSSO) to insource the process of authenticating your end-customers. FSSO seamlessly integrates your UI with Saxo’s applications as end-clients only need to log in once using existing company-provided credentials.
Get daily flat/text end-of-day trading and account activity files and, when required by management or regulatory authorities, generate additional comprehensive customer activity data.
Access our entire capital markets infrastructure and create bespoke, new user experiences. Our OpenAPI enables integration with our trading infrastructure, and supports instrument and client portfolio data, charts, quotes, order placement, lead sign-up and event notifications. We offer a complete set of capabilities across the full trading and investment value chain.
Build unique user experiences or embed new products and services into your existing UI and infrastructure.
Integrate easily through our REST OpenAPI, which uses SAML and OAuth to ensure a secure, simple development.
Rapidly integrate apps and third-party tools via OpenAPI to enable organisational transformation.
Gain market access through a stable, fast, flexible and fully documented electronic infrastructure. With over 20 years’ experience in creating liquidity pools and executions capabilities, we construct competitive solutions best suited to our client’s flow.
Multi-asset liquidity and full back-office functionality
One cross-collateralised account to manage risk and netting across multiple instruments with real-time position keeping and account management. View Saxo’s FX stop order slippage history or explore our historic API spreads.
Connectivity to major technology, bridge and platform providers
Our operational setup ensures swift API implementation. We offer FX prime brokerage and liquidity services via FIX API and multiple technology providers.
Presence in major financial data centres
For lower latency and better execution on orders, our clients receive locally formed and sourced liquidity in London, Tokyo and New York.
Receive real-time data on client trades, orders, margin and funding activities. We offer live streaming data for position keeping and integration to middle- and back-office systems.
Provide real-time client communications via email, SMS and push notifications inside your own apps.
Update your risk and order management systems with real-time client trade data, order notifications, margin calls and risk alerts.
Choose how you receive your files: by email, file transfer, FIX, REST or SWIFT.
Get flexibility and efficiency with multiple account structures
Create your own hierarchy of accounts with parent and multiple child accounts. As a partner, your omnibus account is your principal account with Saxo aggregating multiple sub accounts. Use the structure to facilitate funding, interests, commissions and trading, and risk management across multiple underlying customer accounts.
Services for white label models with undisclosed end-clients
Set up and manage key client account and commission configurations, and cash management activities all in real-time.
All functionalities can be performed via a dedicated employee interface (where human intervention is required) or API for complete integration and automation with your existing systems.
Services for introducing broker models with disclosed end-clients
Client management and onboarding services are provided via automated case handling or via our Client management OpenAPI for automated upload of complete prospective client details.
The service includes support for multiple account structures to facilitate self-directed, advisory and discretionary client set ups.
Saxo hosts the platforms in a server environment, fully equipped with backup capacity and contingency planning that is regularly reviewed and updated. Two independent data centres (both located in Denmark) are entirely synchronised for resilience or back-up reasons providing real-time redundancy for critical systems in two locations.
Annual ISAE 3402 type II and ISAE 3000 reports available.
Cybersecurity threats are considered within the IT risk management procedure and periodically reviewed and updated.
The information security risk committee, chaired by the chief risk officer, reviews IT security initiatives in response to security analysis and business requirements, and provides security recommendations to the management risk committee.
Our physical disaster recovery site is in Copenhagen, Denmark and can accommodate approximately forty personnel who hold critical functions.
Incident management and notification processes subject to both internal and external audits. Business and IT continuity plans in place in case of a declared emergency or disaster, and tested on a continuous basis.
Starting in 2018, we began to move our hosting to Microsoft Azure.
The move enables our clients to benefit from increased levels of automation, seamless geographic, horizontal and vertical scalability and access to next generation off-the-shelf technologies.
We actively engage with regulators across multiple markets to ensure our migration to the Microsoft Cloud enables scalability for our clients in a compliant manner within an environment of increasing regulatory requirements.
Manage your daily interactions with leads and customers
Use SaxoTools, an advanced administration web interface, to view and edit your business setup independently of Saxo. Manage trading conditions, lead sign-up, accounts, users, cash and securities transfers, and other functions in SaxoTools.
Real-time back-office platform
Use WebConnect to perform risk management, monitor exposures, positions and orders on individual customer accounts including trading, connection activity and dealer chat.
WebConnect is an advanced risk-management and reporting tool that facilitates the continuous, real-time monitoring and management of customer trading accounts.
Performance dashboards to analyse clients’ behaviour
PowerBI dashboards tailored to deliver analysis on end-customer performance and KPIs around your online offering. Provides management and commercial with better customer insights to help you enhance your sales processes.
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.