Assets under management
Clients
S&P Global Ratings
Regional Head, United Kingdom
+44 7726362054
ales@saxomarkets.com
LinkedIn
| White label | IMA | Introducing broker | |
|---|---|---|---|
| Licence | To hold client funds | To hold client funds | Financial institution |
| End-client KYC/DD | With partner | With partner | With Saxo |
| 1st line of support | Partner | Partner | IB/Saxo |
| Front ends | All available | No client-facing front end | All available |
| Market data | With partner | With partner | Included |
| Risk management | With partner | With partner | With Saxo |
Personal point of contact for strategic partnership building
Daily account management and operational support
Constant monitoring of IT systems for continuity management
Outsource your trading and investment needs to our scalable, capital-efficient open banking infrastructure to reduce cost and complexity and focus on client-centric innovation.
Focus on your core business and client service while you rely on us to provide the infrastructure needed to support a global trading/investment value chain.
Alleviate complexity and simplify order execution, settlement, and custody architecture with an all-inclusive solution: front ends, technology, brokerage, and custody across all asset classes with seamless system integration.
Access 71,000+ instruments across cash and margin products.
Receive custody services and benefit from our fully digitised post-trade asset services.
Cater to retail investors, retail traders, and advanced traders with our proprietary front ends. Build bespoke and fully integrated user experiences using OpenAPI.
Access technology to expand your business and provide service to more wealth clients in a scalable, cost-effective way.
Use Saxo’s tools or integrate seamlessly with your existing portfolio management system.
Decrease your reliance on multiple providers and outsource the full front-to-back capital markets value chain infrastructure.
Leverage our digital wealth management solution by offering a white-label version to your clients.
Allow clients to seamlessly build their lifetime investment plan and monitor how their wealth progresses along the way.
Trade and manage your portfolios from a single account covering 71,000+ instruments from cash products to sophisticated futures and options—all effectively handled with tech-driven broker execution and custody services.
Increase scale with automated back-end processes and portfolio management services. Integrate all functions of your business into one cost-effective system.
We offer financial institutions trading, execution, and reporting services for self-trading, advisory, and discretionary clients. Your end-clients are contracted with Saxo, and we take care of all processes from KYC and onboarding to risk management.
Use flexible models that allow you to set up a variety of client fee schedules, plus get full cost transparency and competitive pricing for your clients in our end-client app.
Get fully digital services across advisory, portfolio management, client fee management, client reporting, asset servicing, and cash servicing operations.
Access multiple asset classes with advanced allocation and rebalancing tools in one comprehensive system: SaxoPartnerConnect.
Use the client screener to get a full overview of your client base and generate portfolio and transaction reports in bulk.
Get an efficient client management system with digital communication throughout the client lifecycle—onboarding, funding, trading, corporate actions, and renewal.
Follow along with your end-clients’ step-by-step onboarding process while we handle registration and asset administration.
Offer your end-clients a flexible application that allows them to combine self-trading with advised portfolios where they can receive advice and suggestions digitally.
Keep clients informed about portfolio performance through in-app full disclosure of mark-ups, pricing, and trading costs.
Set up and manage investment models in Saxo's model manager to easily handle a large number of clients.
Use the models for both discretionary and advised clients, and choose between scheduled and ad-hoc rebalancing.
Total capital ratio
ICAAP requirement
Liquidity coverage ratio
