Saxo’s new SaxoPartnerConnect platform to enable more efficient client management
Multi-asset investment specialist Saxo Bank invites its partners to get introduced to its new platform SaxoPartnerConnect and to manage their clients more efficiently.
The key features of the platform, which will target Saxo partners, such as IBs and white labels, include:
- Increased transparency on daily operations
Use the dashboard to monitor key events for your client base
- Configurable access for your employees
Define user levels for your employees across dealer and back-office functions
- Powerful client screener
Apply your preferred filter on holdings, balances, margin utilization, configuration properties – and much more.
- Case management module for improved overview of your interaction with Saxo
Manage your relationship with Saxo Bank more effectively and view status of your cases or search by type of case
- Detailed client overviews
Access key details on individual clients and their related users and accounts
- Single client performance views
Use the new single client view including performance information and improved transaction reporting.