• IB & co-branding


    Solutions for financial advisors and intermediaries
    managing multiple clients.
    Contact me

Managed accounts

Discretionary trading and portfolio management.

Serviced accounts

Solutions tailored to self-directed clients.

Co-branding

Fully outsourced value chain to Saxo operations.

Saxo’s response

Saxo has a long-standing relationship with intermediaries and a proven track record of delivering a quality product, best execution, robust risk management and portfolio reporting services for their end clients.

Saxo's solution provides intermediaries with the utmost flexibility, offering outsourced or co-branded solutions, depending on broker license.

We service brokers who have a license to trade on behalf of the client and therefore need access to trade execution services. We also service brokers who have an advisory role with the client and need access to trading, execution and reporting services.

Industry needs

Financial intermediaries face an important challenge when selecting a trading platform for their clients. They need to ensure that their clients’ assets are secure, that the broker has robust risk management and the most sophisticated market access and trading technology available.

Last but not least, they need a platform that has the ability to provide frequent and granular portfolio performance and reporting.

Against this backdrop, introducing brokers can gain a competitive advantage by finding a solution which offers not merely execution, but middle and back-office support for their end clients.

Key features

Discretionary trading and portfolio management

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Trade and manage client portfolios on one platform to serve advisory and discretionary clients with Saxo’s Managed Account solution.

Solutions tailored to self-trading clients

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Saxo’s Serviced Account solution allows you to offer your self-trading clients the best available trading technology for accessing financial markets.

  • Single margin account, 35,000 instruments
  • Fast, simple and intuitive trading experience
  • Automated reporting and client statements
  • Real-time risk management tools enabling you to support your clients

Co-branded trading solutions


Banks & brokers

Retain commercial control and focus on sales and front-office services with Saxo’s co-branding solutions.

Outsource client on-boarding, front ends, settlement and back-office operations to Saxo.

Add your branding to our leading multi-asset and customised trading solution

  • Comprehensive reporting package
  • Effective risk management tools
  • Flexible customer service model
  • Low cost and short time to market
  • Dedicated service and support

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"It’s impossible to think that one can spend 10 years in a “honeymoon” environment. However, our relationship with Saxo is solid, close, mutually beneficial and creates a balance of interests that, in theory, would not be easy to manage. The relationship has endured the markets’ ups and downs, the internal friction due to the entry of new WLCs in the market, and situations regarding trading rules and countless negotiations.

Saxo has always delivered capabilities with a “face.” For Banco Carregosa, this face is a team of Portuguese workers unrivalled in their willingness to solve pending issues."

Pedro Duarte
CEO
Banco Carregosa, Portugal

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"The Standard Bank of South Africa Limited (Standard Bank) has decided to partner with Saxo to provide its clients with a “best of breed”, multi asset class international trading platform.

Saxo’s personalized touch, extensive range of asset classes, scalable technology and people were the differentiating factors for us!"

Brett Duncan
Global Head of Retail Equities, Global Markets
Standard Bank, South Africa

Award-winning technology

Saxo has won multiple industry awards for our White Label solutions and execution, liquidity and clearing services.

awards 

Other Saxo Markets solutions

Banks & brokers

Banks & brokers

Saxo enables banks and brokers to expand their trading offering for their clients, and ultimately improve operating results through specialised outsourcing strategies.

Private banks

Family Offices

Saxo offers Family Offices the ability to manage multiple clients with fully integrated reporting. Saxo’s one account, one margin approach significantly decreases complexity for Family Offices trading across multiple asset classes.

Private banks

Private banks

Saxo encourages private banks to innovate through trading technology. Saxo offers a suite of trading solutions that can be leveraged internally for trading and advisory teams, or offered directly to digitally savvy private clients.

 

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Saxo Bank Group facts:

  • Founded 1992
  • 1,559 employees in 18 offices
  • $680m equity capital
  • $12.4bn customer deposits

The trust and security of working with a licensed bank

As FinTech evolves, success is increasingly about choices in technology and innovation – where to build, where to buy and whom to partner with based on their strengths.

Saxo Markets is the institutional division of Saxo Bank Group. Saxo Bank Group operates under a strong regulatory framework with significant geographic reach.

See all regulatory details

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