Block trading on multiple managed accounts

Automated allocation service enabling one-click block trading on behalf of multiple customers, with trades and orders instantly reflected on customer accounts:

• Real-time margin pre-checks
• Save multiple allocation keys to support several trading strategies

Professional portfolio management

Our fully integrated portfolio management and reporting solution, Saxo Portfolio Manager offers:

• Integrated portfolio management
• Compliance and risk management
• Professional client portfolio reporting

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.

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.