Advance Your Business with a World-Class Trading Solution

We know that to grow a large client base, Asset Managers trading discretionary accounts require trading at competitive prices on cutting-edge platforms. 
 
Saxo Institutional  makes it possible for Asset Managers, Money Managers, Hedge Funds, Funds and Introducing Brokers with discretionary trading services to execute trading strategies on our world-class online platform.

Focus on trading – let Saxo do the rest.​​ We cover everything from easy and quick client on-boarding to trade allocation, back-office reporting, administration and prime brokerage services. 
 
Get access to global markets and multiple asset classes including FX (Spot, Forwards and OTC Vanilla Options), Precious Metals Spot and Options, Stocks, Futures, ETFs and Contract Options. 
 
Work with one of our account executive to make a customized trading solution. Our global footprint let us work with you in your language with an executive who understands your market.
 
Benefit from access to the liquidity that Saxo Institutional aggregates from 10 Tier-1 banks. 
  
Read all the details below.

 

 

Become a Saxo Institutional Asset Manager Client

We can get you up and running faster than the industry average.​
 

 
  • ​Cost-Effective Trading Solution


    The benefit of online trad​ing - pioneered by Saxo Bank Group - is our ability to offer a very cost-effective trading solution.


    Clients using Saxo Capital Markets tra​ding platforms save costs and benefit fr​om:     

    • Competitive trading commission​
    • No platform fees
    • Access to multiple news providers

    In some markets Saxo Capital Markets offers better prices, commissions and trading conditions than those offered by many larger banks. In turn, your offering becomes more attractive for your customers. Contact us to find out more about our rates and conditions.

     

    Contact   us

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    ​Trade with Confidence


    ​Saxo Institutional offers precise execution, so you can rely on trades being filled with optimal accuracy.

     Smart Order Routing – Saxo Institutional gives you access to Multilateral Trading Facilities (MTFs) for added liquidity, such as Chi-X Europe, Turquoise and other dark pools.

     

    Read more about Saxo Capital Markets
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    ​​Block Trading Simplified


    Execute Block Trading in a Single Click
    Our automated rules based 'Allocation Tool' allows you to easily

    place trades on behalf of multiple clients.


    Build up positions, have trades allocated as they are filled and be assured of the best execution across all clients.


    ​The tool is applicable across all products and it's managed directly by you.

    Manage Risk in Real Time
    Know that trades are covered as you place them by taking advantage of real time margin checks on each client account at execution.


    You can have block trade sizes reduced or cancelled if client accounts have insufficient funds.


    Margin pre-checks allow you to see the impact on clients' accounts before execution.

    Automated Allocation
    Adapt the system to you; save pre-defined rules and make allocation fully automated.
     
    You select the appropriate key and the system allocates the trade based on the rules you've defined.

     

    Easy Administration of Allocation Keys – Set up multiple keys for different trading strategies or client groups.
     
     
     
     
     
    Note: Videos published on this website are for the purpose of illustrating and/or demonstrating the various tools and functions Saxo Group has to offer, and may display images and logos of our parent company Saxo Bank A/S
     
     
     
      
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    ​Access a W​orld of Products and Markets

     
    Greater Flexibility with Cross-Margining
    Saxo Capital Markets allows clients to use stocks as collateral for trading several asset classes. This allows cross margining, increasing flexibility in how you approach your trading strategy. We also allow margining across accounts, so you can use your cash positions in one account as collateral for trading in another.
     

    ​Saxo Institutional connects Asset Managers to a global and ever-expanding range of capital market products.


    You can trade professional instruments – including FX (Spot Forwards and OTC Vanilla Options), Precious Metals Spot and Options, Stocks, futures, ETFs and Contract Options from around the world, including emerging markets.

     more about products  

     

     

    Our real time margining system helps you effectively manage your margin use, so you can make the most out of your leveraged positions. 

     

    ​Powerful Trading Platform and Features


    ​Trade on the SaxoTrader, Saxo's flagship platform, offering optimal performance and speed along with high levels of customisation of workspaces.


    SaxoTrader is a thick client-application based on Microsoft technology, which you download and install on your desktop.

     

    Trade at your convenience
    You can access your trading account with the same login from multiple devices, enabling you to trade the financial markets at your convenience:

    • SaxoTrader for Web – a web-based trading platform not requiring download or installation
    • SaxoTrader for Mobile – mobile access from tablets and smartphones (requires Apple devices with iOS 6.0 and Android 2.3 and higher). 
     

    Advanced Platform Tools
    Benefit from a wide variety of advanced platform technical tools and features. On SaxoTrader you can:

    • Integrate all products in a single trade module for monitoring prices and for fast execution of trades. 
    • Search trading instruments. 
    • Place and manage orders directly from charts. 
    • Keep up to date on significant market events in major global economies and on news, information and analysis on the markets where you want to trade. 
    • Access tools and financial information to identify and analyse equity investment strategies, as well as to estimate and manage risk exposure. 
    More about platforms 

     

     

     


     

     

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    Technical Analysis with Superior Charting

    Benefit from sophisticated charting functionality in a user-friendly design. Manage orders directly in the chart, use comparative studies feature and annotation tools, amend technical indicators and much more.  
     
     
    In-Depth Fundamental Analysis  

    Use fundamental data, general company information and key financial ratios to make the right investment decisions for your portfolio of global stocks. 

     

    Discover global trading opportunities with personalized screening preferences. 

     

     

    Note: sample report and stock screener published on this website are for the purpose of illustrating and/or demonstrating the various tools and functions Saxo Group has to offer, and may display images and logos of our parent company Saxo Bank A/S. 

     

     

    Experience our Powerful Platforms

    Watch videos of SaxoTrader for Desktop, Web, Mobile and Tablet.

     

    SaxoTrader for Desktop​​ SaxoTrader for Web
     
    SaxoTrader for SmartPhone SaxoTrader for Tablet
     
    Note: Videos published on this website are for the purpose of illustrating and/or demonstrating the various tools and functions Saxo Group has to offer, and may display images and logos of our parent company Saxo Bank A/S
     
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    Sign up for Demo: Sign up for a demo account to experience Saxo Capital Markets full range of advanced technical tools and features across SaxoTrader for Desktop, Web and Mobile. 
     
     
     
     

    Customised Multi-Asset Liquidity Provision

    Asset Managers requiring liquidity at competitive spreads for existing or new asset classes will benefit from Saxo Capital Markets leading market presence and industry know-how.
     
    Our aim is to provide the continuously updated bespoke pricing that matches your API requirements based on frequency and ticket size across a vast range of assets.

     

    Read more about Saxo Direct - API with multi-asset liquidity 

    Continue to read more about how you can manage your business​  ​ ​
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  • ​On-board Your Clients within 24 Hours


    ​Your private clients can open an account and be ready for you to trade on their behalf within 24 hours.


     

    We've optimised our on-boarding process to make it quicker and easier to handle requis​ite paperwork and due diligence, including AML checks and verific​ation of all documents.​

     
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    ​​Operational Tools​ to Save Time and Money​



    Our emphasis on efficiency will help you save time and money. 

    Save on administrative resources and costs as we streamline and automate processes for handling reporting and monitoring of accounts, back office and risk management functions.

    With our 'Online WebConnect Tool', you can generate the reports required by authorities and regulators – as well as those delivered to clients – quickly and easily.

     

     

    Saxo Institutional also runs several operational services on your behalf including:
    • Trade and position reconciliation
    • End of day files for back office and reporting systems
    • FX Rollovers
    • Incoming transfer of securities free of payment
    • Corporate actions processing
    • Market data services.

    EOD trade files can be exported to csv, txt or xml for importing into your database.

     
     
     
    Note: Videos published on this website are for the purpose of illustrating and/or demonstrating the various tools and functions Saxo Group has to offer, and may display images and logos of our parent company Saxo Bank A/S

    The Trust and Security of Working with a Global organisation​

    Fee Structures that Fit Your Business Model​

    Saxo Capital Markets is a wholly owned subsidiary of Saxo Bank A/S. With 25+ offices globally this means you get the confidence from knowing you're becoming a counterparty with a reliable and established provider in an officially regulated environment.

    Read more about Saxo Capital Markets and Saxo Bank A/S  

     

    ​​We offer a number of fee structures, creating the right fit for your business model. 


     

    Fees are paid directly from your client's account to your designated commission account.

    Our fee structures include:

    • Funding fee - Calculated as a percentage of the amount transferred when the account is funded.
    • Management fee - Calculated as a percentage of the Assets under Management on a daily basis.
    • Performance fee - Calculated on the basis of the total trading profit. 
    • Flat fee - Calculated on the basis of a fixed fee. 
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    Flexible Account Structures​

    Service and Support

    Within your omnibus account, you can set up sub-accounts for different trading purposes and strategies. For example, if you trade in different markets, you might choose to nominate accounts in different currencies to limit your currency exposure.

    Saxo Bank's trading platform allows you to easily switch between sub-accounts.​​​​

    Saxo Institutional is committed to supporting your business by providing outstanding service and resources.

     

    Even before setting up a business relationship with us, you'll recognize the attentive approach we take to answering your questions and demonstrating how our solutions can be applied to meet your business needs. ​

    Continue to read more about how you can support your clients  ​ ​ ​
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  • ​Transparent Reporting to Build Trust



    ​Make a powerful case for why Saxo Institutional makes sense for your clients. Committed to transparency, we offer both you and your clients our WebConnect Tool to simplify reporting and notifications.

    ​​​Your clients benefit from your expertise whilst maintaining visibility into their portfolios. With view-only access for these end-clients, the system allows your clients to follow your trades, keep track of margins and gain confidence from seeing directly the results you're producing for them.

     

    Note: Videos published on this website are for the purpose of illustrating and/or demonstrating the various tools and functions Saxo Group has to offer, and may display images and logos of our parent company Saxo Bank A/S

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    ​Excellence in Execution​


    Clients can be sure that they're benefitting from optimal pricing and speed of execution.

     

    Not only does our liquidity drive better prices – it does this on the broadest range of potential trades.

     

    Smart Order Routing - Saxo Institutional gives you access to Multilateral Trading Facilities (MTFs) for added liquidity, such as Chi-X Europe, Turquoise and other dark pools.​

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    ​​Client-Friendly Fee Structure​

    The Value of Working with a global organisation ​​​

    Our flexible fee structure system supports the most common methods of management and performance fee calculation, and gives your clients the confidence of having these fees verified by a third party.

     
    Furthermore, fees calculated by us can be transferred automatically to your commission account, removing you and your client completely from the fee calculation and processing task.​

    ​Saxo Capital Markets is a wholly owned subsidiary of Saxo Bank A/S. With 25+ offices globally this means you get the confidence from knowing you're becoming a counterparty with a reliable and established provider in an officially regulated environment.

    Read more about Saxo Capital Markets and Saxo Bank 

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  • Holistic Approach to Supporting Client Needs​

    Fully Supported IT Solution

    ​​Our trading and reporting solution for Asset Managers, Wealth Managers, Relationship Managers and Compliance Officers is based on a holistic approach that supports our client's needs across the entire business value chain.

    Saxo Capital Markets' award-winning trading platforms form the foundation of our offering and are supplemented by a wide range of asset classes, value-adding tools and services.
     
    Multiple integration points allow easy and smooth integration with Wealth Managers' systems and processes to present a single face and seamless experience to your end-clients. 
     

    Try Saxo Portfolio Manager Demo. Fill in your contact details below and we will provide you further information and set up a demonstration for you.​   

     

    With ​​Saxo Capital Markets' integrated Portfolio Management trading and reporting solution you will be able to manage your client portfolios and trade seamlessly at minimal cost.

     

    No IT development or implementation is required. The solution is fully hosted, supported and maintained by Saxo Bank Group.


     

     

    Rebalancing across Portfolios

    Easy Manag​ement of Multiple Model Portfolios ​

    ​We provide you with easy methods to rebalance portfolios
    to match investment strategies.
     
    Select strategic and tactical asset allocation, geographies and industry sectors. Rebalancing immediately highlights portfolio deviations from the agreed model or investment strategy. Block trade and allocate across multiple client portfolios.
     
    Saxo Portfolio Manager recognizes the differences and
    issues soft or hard warnings when holdings or
    allocations have moved beyond the tolerance level.
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    Create an unlimited number of model portfolios or
    strategies for comparison with investment portfolios.
     
    Our solution enables you to compare the performance of any portfolio with an external benchmark. This benchmark can be a market index (MSCI, Eurostoxx 50, FT100) or combination of multiple markets indices.
     
    The performance of a portfolio can also be compared to a linked benchmark or a portfolio, highlighting the differences. Based on the performance history, Saxo Portfolio Manager calculates the tracking-error and information ratio.
     
     
      

    Transparency and Client Overview in Real-Time

    ​​Manage Compliance with Simplicity

    Benefit from out-of-the box client reports that provide transparency on portfolio performance to end-clients.

     

    The PDF reports are pre-defined full-color graphic presentations that communicate clearly and accurately.

     

    Your clients are able to log on to the client portal from the web or tablet to view the real-time reporting and extract PDF reports like Performance YTD, Holdings, Asset Distribution at anytime, anywhere. 

     

    View client portal 

     

    Effective risk management is dependent on knowing a portfolio's structure and its breakdown across different categories.
     
    Saxo Portfolio Manager enables you to analyze the exposure at different levels and provides historical risk/return analysis as well as risk adjusted performance.
     
    Multiple compliance rules:
    • Hard and soft compliance warnings
    • Client level restrictions supported
    • Post-trade compliance reports
    • Support of Reg 28 rules for the South African market
    • Daily alerts on Portfolio Manager dashboards 
     
     
     

    All trademarks and registered trademarks are the property of their respective owners.


 

Let's talk

​Let us match your needs with our expertise. 

Contact us  ​​​​

 

 

Demo Account on Saxo Trader for Desktop, Web and Mobile 


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