Wealth is growing and so are the challenges to run a business. Wealth managers face rising expectations from high net worth individuals to manage wealth.
Keeping up with innovation requires substantial technology investment and the ability to comply with an increasingly complex regulatory landscape.
Saxo Portfolio Manager addresses these issues so wealth managers can remain competitive without the need for large implementations and technology investments.
Saxo’s response
Saxo has technology in its DNA. Our ability to innovate faster than our competitors enables us to meet the needs of our clients.
We develop integrated portfolio management and trading technology, allowing wealth managers to manage client portfolios and trade seamlessly at minimal cost. We offer one platform integrating portfolio management, trading and reporting technology. Hosting, back-up and maintenance is outsourced to Saxo. No further investment required.
We invest to deliver a holistic and integrated approach supporting client’s needs across the entire business value chain.