Multi-asset investment specialist Saxo Bank announces that a new Institutional Marketing Portal will be launched within the next couple of months.

The new portal will include both new content and relevant content from the existing portal.

White Label partners will be informed about this upgrade before the launch.

Let’s note that Saxo has recently informed its white label partners of enhancements to platform reports.

Saxo will make available a new Transaction report on all platforms. This report is already available for Saxo’s direct clients and will now be rolled out to White Label Partners as well.

The report is visible on the platform and can be downloaded as Excel and PDF. The report combines transactions that were previously only shown in separate reports, and it can be filtered by account as well as booking type and keywords.

In addition, Saxo Bank will roll out a new version of the Portfolio report to WL end-clients at the end of April. This new version includes clearer explanation around the numbers and should hopefully be more intuitive to read.