Saxo Bank announces updates to Event Manager
Multi-asset investment specialist Saxo Bank has announced updates to Event Manager.
Based on recent feedback, Saxo has introduced new columns to Event Manager. To provide a better overview and enhance the client experience for Corporate Actions handling, Saxo has added the following columns to the default view:
- Elected accounts (sum of eligible accounts who have elected);
- Elected amount (sum of elections across eligible accounts);
- Not elected amount (sum of not elected amounts across eligible accounts).
By clicking the column management button, three additional columns can be added:
- Event ID;
- ISIN;
- Symbol (Ticker).
Saxo has been regularly enhancing its services. The company has recently unveiled 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.