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 cover the full trading and investment journey
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.
01 Client experience facilitation
Client centric innovation Meet the needs of any client – self-directed, discretionary or advised. Brand Saxo’s proprietary trading and investment front-ends or build your own bespoke apps via OpenAPI.
- Platforms or APIs for self-directed clients
- Managed portfolio solutions for advisory and discretionary clients
02 Execution and trading services
Multi-asset execution and custody Enable clients to trade stocks, bonds, CFDs, FX, futures and options from a single margin account, with real-time position monitoring.
- 35,000+ instruments from one account
- Best-in-class execution and liquidity
- Integrated risk management
03 Post-trade services
Streamlined back-office and regulatory reporting services We handle daily back-office processing and ensure regulatory compliance across 170+ jurisdictions.
- Integrated custody and back-office services
- Regulatory reporting services
04 Tech foundation
Scalable services platform Scale your business efficiently and securely with a cloud based operating model. Explore APIs and services for seamless integration into your systems and efficient client management tools.
- Connectivity and APIs
- Client management services (CMS)
- Cloud-hosting and IT services
- Business management and intelligence
01. Client experience facilitation
Client-centric innovation
- Platforms or APIs for self-directed clients
- Managed portfolio solutions for advisory and discretionary clients
Platforms or APIs for self-directed clients
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Web, mobile and tablet trading via SaxoTraderGO
A simple multi-asset platform for retail traders:
- Seamless user experience across devices
- Easy portfolio management from a single account
- Integrated pre-to post-trading services
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Intuitive investment on SaxoInvestor
A user-friendly cash-product platform tailored to retail investors:
- Stocks, bonds and mutual funds driven by MorningStar data
- Simple product screening and portfolio management
- Multi-device customisable platform
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FIX API trading and connectivity
Tailored multi-asset liquidity via a single API for institutional traders
- Multi-asset liquidity and full back-office functionality
- API connectivity with major technology, bridge and platform providers
- Presence in major financial data centres
Managed portfolio solutions for advisory and discretionary clients
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
Automated managed portfolios
Our cost-effective SelectTech investment infrastructure delivers agile and flexible robo-advisory experiences to service digitally savvy investors:
- Automated digital investment management with bespoke or off-the-shelf portfolios
- Pre-packaged or tailor-made experiences via OpenAPI
- Increased operational efficiency from separately managed account structures with real-time automation
02.Execution and trading services
Multi-asset execution and custody
- Multi-asset trading and custody
- Best-in-class execution and liquidity
- Integrated risk management
35,000+ instruments from one account
Access 35,000+ instruments across multiple asset classes, with execution, financing and real-time risk management from a single clearing and custody account.
Forex
182 FX spot pairs and 140 forward outrights.
CFDs
9,000+ CFDs across stocks, indices, FX, commodities and bonds.
Stocks
19,000+ stocks on 36 exchanges globally.
ETFs
3,101 ETFs and ETCs, plus ETNs on cryptocurrencies.
FX options
Puts and calls on 40 FX vanilla options, plus six FX touch options.
Listed options
1,200+ equity, index and futures options on metals, energy and rates.
Futures
200+ futures across 23 global exchanges and multiple asset classes.
Bonds
5,000+ bonds online from 26 countries and 21 currencies.
Best-in-class execution and liquidity
Best-in-class execution and liquidity
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.
Integrated risk management
Integrated risk management
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.
03. Post-trade services
Streamlined back-office and regulatory reporting services
- Integrated custody and back-office services
- Regulatory reporting services
Regulatory reporting services
04. Tech foundation
Scalable services platform
- Connectivity and APIs
- Client management services (CMS)
- Cloud-hosting and IT services
- Business management and intelligence
Connectivity and APIs
Federated single sign-on for client authentication
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.
End-of-day file transfers for reporting and business intelligence
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.
- Meet reporting and business intelligence requirements
- Import into your own management reporting system or CRM suite
OpenAPI services to build bespoke user experiences
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.
Empower proprietary UI/UX
Build unique user experiences or embed new products and services into your existing UI and infrastructure.
Simplify secure development
Integrate easily through our REST OpenAPI, which uses SAML and OAuth to ensure a secure, simple development.
Enhance agility
Rapidly integrate apps and third-party tools via OpenAPI to enable organisational transformation.
FIX API to receive tailored multi-asset liquidity with back-office services
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.
Real-time trade notifications for position keeping and client notifications
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.
Service your clients
Provide real-time client communications via email, SMS and push notifications inside your own apps.
Get real-time notifications
Update your risk and order management systems with real-time client trade data, order notifications, margin calls and risk alerts.
Select your delivery method
Choose how you receive your files: by email, file transfer, FIX, REST or SWIFT.
Client management services
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.
Cloud-hosting and IT services
Fully hosted private cloud infrastructure
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 and risk management programs
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.
IT recovery procedures and real-time redundancy set
Our physical disaster recovery site is in Copenhagen, Denmark and can accommodate approximately forty personnel who hold critical functions.
Incident management
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.
Full scalability and security with Microsoft Cloud
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.
Business management and intelligence
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.
Trusted by 120 banks and brokers and
300+ financial intermediaries
Partner with Saxo
Design your solution
Develop your business plan and key metrics with our experts.
Implement technology
We’ll help you configure, implement and test your solution.
Launch
Receive ongoing expert support from your commercial launch onward.