Portfolio Manager

Industry trends

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.

Key features

Integrated portfolio management, trading and analysis

Rebalance across multiple clients and portfolios using block orders and algos
Create and manage a variety of target model portfolios using multi-asset products
Run performance analytics by strategy, by client segment for reporting, risk analytics and compliance

Saxo Portfolio Manager allows you to manage client portfolios and trade seamlessly from order entry to settlement.

Manage compliance
and risk

Manage risk effectively on multiple portfolio structures using built-in alerts, validation and monitoring tools
Ensure compliance by utilising multiple compliance rules and advanced risk management features
Improve compliance management and audit trail via easy access to portfolio history

Saxo Portfolio Manager is designed to monitor risks effectively and handle the ever-changing regulatory challenges.

Client portfolio
reporting

Out-of-the- box PDF reports and an online client portal that clients can use anytime, anywhere to view their Investments

Saxo Portfolio Manager allows you to meet client needs with professional portfolio reporting tools.

Download Saxo Portfolio Manager brochure

Testimonials

"Saxo Portfolio Manager brings us efficiency with portfolio management, we can manage a number of target models across our onshore and offshore business, rebalance, trade and provide online reporting to our clients. Using Saxo’s platform allows us to grow our business and offer our clients an excellent service. "

Chris Potgieter
Head of Private Client Securities
Old Mutual Wealth

"Saxo Portfolio Manager has been a transformational tool in allowing us to expediently expose our clients to our best global investment ideas and at the same time ensuring best execution and portfolio management practise."

Simon Fillmore
CEO
Independent Securities

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

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.

Fund managers

Saxo offers fund managers direct markets access to global markets, from a single account in real time. Saxo serves hedge funds, alternative UCITs and traditional mutual fund managers.

Professional traders and money managers

Saxo offers Professional Traders and Money Managers direct market access to global markets, from a single account in real-time.

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

Prefer to speak to Saxo directly?

Find the telephone and address details of an office near you.

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Portfolio management

Integrated portfolio management, trading and reporting.

Advanced risk management and compliance features.

Professional out-of-the box client reporting tools.

Industry trends

Saxo’s response

Wealth management survey
highlights digital strategy key
to client engagement

Key features