Our Introducing Broker offering is our premium solution for partners with introduced end-clients, meaning the end-client is contracted with Saxo. We support our partners on their growth path and offer outsourced functionality across the full value chain with smooth integration across the entire capital markets infrastructure.
Our partners gain access to leading multi-asset execution, combined with efficient post-trade processes—all from a single account. This includes an integrated back-office and regulatory support.
Saxo’s success lies in the success of our partners. We share a common interest in supporting your business and assisting you in achieving your business potential. We strongly believe in the importance of your clients’ financial prosperity and have constructed a business model where our interests are aligned with yours, and your clients’. We take pride in our ability to cultivate and maintain long-term trusted partner relationships.
| Introducing broker Introducing only | Introducing broker Power of attorney | Introducing broker Money manager | |
| Partner type | Purely introduce; advisory only | Introducer with order assistance; advisory with power to execute | Full discretionary mandate; managed accounts |
| Financial license requirement | Yes | Yes | Yes |
| License type* | License to introduce clients | License to execute trades on behalf of clients | License to manage portfolios management and discretionary trading |
| Partner client access to end-client accounts | View-only access | Trading access | Discretionary trading rights |
| End-client access to end-client accounts | Full access | Trading access | View-only access |
| KYC & onboarding responsible | Saxo | Saxo / Partner | Saxo / Partner |
*May differ based on jurisdictions
Total capital ratio
ICAAP requirement
Liquidity coverage ratio
Cater to your retail investors with a user-friendly front end that makes it easy to diversify and build managed portfolios as well as self-trading portfolios across cash products
Provide your retail traders with a simple, multi-asset front end with some advanced trading tools
Meet the needs of advanced traders with our professional-grade, customisable trading platform
Create bespoke and fully integrated user experiences using our technology stack and OpenAPI
SaxoPartnerConnect is our new flagship partner platform designed to serve all types of partners who gain operational efficiency by using one system to connect all of their business functions.p>
Platform functionalities are provided to your employees according to user authorisation profiles and incorporates front, middle and back-office capabilities.
We offer a fully digitalised end-to-end operational outsourcing service encompassing:
Introducing broker partners can select to co-brand all client-facing touch points, including trading platforms, and onboarding flows. End-clients will be presented with both brands throughout the journey. The partner can customise URL, logo and the contact details. By using Saxo’s templates, the partner ensures that all necessary documents are collected from end-clients in a clean, uniform manner.
We produce standard accounting EOD files with comprehensive data on all activities for the previous 24 trading hours.
All end-clients of the introducing broker will be included in Saxo’s daily transaction reporting. This will save costs for the partner as Saxo is already providing reports in accordance with regulatory standards across all asset classes, taking care of any process risks and the daily costs of maintenance.
Satisfy ever-evolving regulatory reporting requirements across multiple jurisdictions.
Individual end-client reports are available at any time within the trading platforms. These reports are designed to provide them with the information they require for accounting and tax purposes. Reports can be easily generated for predefined or custom date ranges and delivered in either Excel or PDF formats.