10 December 2014

Saxo Portfolio Manager

We are delighted to be announcing the launch of Saxo Portfolio Manager in Q1 2015, an advanced portfolio management module integrated with Sax...

We are delighted to be announcing the launch of Saxo Portfolio Manager in Q1 2015, an advanced portfolio management module integrated with Saxo Bank’s trading platform. It synchronises client portfolios and trades with much greater efficiency.

Saxo Portfolio Manager has a range of sophisticated features allowing the effective management of portfolios and provides real-time reporting to end clients.

Saxo Portfolio Manager offers:

  • Direct access to create and manage multiple target model portfolios.
  • Rebalances multi-asset portfolio holdings: Shares, ETFs, Bonds, CFDs, Futures and includes positions in Options and FX.
  • Risk management and compliance rules across multiple portfolios.
  • Improved compliance management and audit trail via easy access to portfolio history.
  • Easy generation of group analytics and management reporting.
  • Hosted, supported and main¬tained by Saxo Bank. No further investment required by clients.
  • Online reports for end-clients and relationship managers.

Read the brochure. For any further information please contact your Account Executive or Premila Vekaria at pv@saxobank.com.

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Saxo Bank
Monthly Notification to White Label Clients
January
2015