Multi-asset trading and investment specialist Saxo Bank launches PartnerConnect, a one-stop digital wealth management solution providing wealth managers in France with a fully digitalised multi-asset brokerage and custody solution, and advanced digital wealth management services.

With more than 30 years of experience and a proven track record in global capital markets, Saxo has developed a dedicated and fully digitalised wealth management solution for professionals in France.

Independent asset managers and financial advisors can now manage client portfolios in one comprehensive system.

“We are delighted to deploy our institutional offer in the French market. With Saxo’s cutting-edge technology and access to global multi-asset markets, we help wealth managers digitise and grow their business. By combining agility, responsiveness, cost reduction, and simplification of operations, our platform enables them to serve more customers while improving quality of service and remaining fully compliant with current regulatory requirements.” said Adam Moltrup, Head of Institutional Business – France, CEE and Switzerland.

Saxo’s digital platform aims to meet the needs of demanding professional clients, looking for broker and custody services that are both efficient, transparent and compliant with new regulations.

A solution that also rhymes with cost and time optimisation for companies: the platform allows them to have an efficient client management system with digital communication without a large IT infrastructure, thus allowing them to focus on value-added tasks for customers.

With a platform designed and developed for institutional clients; future Saxo partners will benefit from the following features:

• Broker and custody services from a trusted partner

Access to 70,000+ cash and margin products across global markets with a subsidiary of a licensed Danish bank as broker and custodian.

• Digital onboarding and automated back end

Digital reporting, instant funds booking, and 365-degree consolidated statements while end-clients onboard completely online.

• Reduced administrative burden

Fully digital services across advisory, portfolio management, client fee management, client reporting, asset servicing, and cash servicing operations.

• Scalability and reduced in-house costs

Ability to keep pace with technological innovation and reduced overhead with our one-stop digital wealth solution for self-directed, advisory and discretionary business.

• Regulatory Compliance & Reporting

Technology that complies with regulatory requirements across jurisdictions.

• Flexible partner remuneration models

Flexible models that allow partners to set up a variety of end-client fee schedules, plus full cost transparency and competitive pricing for end-clients in our end-client app.