Saxo Bank enhances platform reports
Multi-asset investment specialist Saxo Bank announces 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.