Multi-asset investment specialist Saxo Bank has unveiled several updates and enhancements that are now available on SaxoPartnerConnect (SPC).

Saxo is introducing an updated main menu and client tree, available on the platform from 1 August. These enhancements have been meticulously crafted to boost convenience and efficiency, offering improved navigation and client search functionalities to ensure accessing features is intuitive and straightforward.

The updates are the result of comprehensive internal discussions, user research, and valuable feedback from Saxo’s partners.

The revamped client tree is designed to provide a comprehensive view of Saxo partners’ clients and the key features include:

• Complete hierarchical view: Gain full visibility into the hierarchy of clients, accounts, and users. This feature allows for easy navigation through the structure and understanding of relationships between different entities.
• Advanced search functionality: The new search feature enables quick location of specific information. You can search by client names, IDs, account names, IDs, usernames, and IDs, ensuring access to the data you need when you need it.
• User-friendly interface: Easy to use, allowing you to focus on managing and nurturing your client relationships.

The hope is that these enhancements will improve your ability to manage client information more efficiently and effectively.