With Saxo Institutional, you get access to a suite of monitoring and real time risk management tools that will enable you to guide and support your clients in their trading.
Online WebConnect enables you to monitor customer activity, keeping track of exposure on the omnibus account or on individual client accounts, as well as tracking service issues.
In real-time, you monitor your clients' trading performance and provide relevant and individual advice.
Saxo Institutional emphasis is on efficiency – saving you and your clients both time and money.
On-boarding of clients within a few days
We enable the on-boarding of clients within a few days, making it as easy as possible to take care of the requisite paperwork and due diligence, including AML checks and verification of all documents.
In addition to monitoring client trading activity, WebConnect also serves as an efficient reporting tool. You can easily generate client account statements and trade reports required by authorities and regulators – as well as those delivered to clients.
Work that previously required the efforts of multiple staff can now be addressed automatically, saving valuable resources for your business.
Support on operational services
Saxo Institutional also supports you on operational services. We ease and streamline handling of all end-of-day processes and reconciliation of all positions in all tradable asset classes.
We also handle corporate actions on supported exchanges, by automatically processing and booking them on the customer's account. In addition, Saxo Institutional calculates and allocates interest on individual client accounts.
Should you wish to integrate data into your own systems, you can chose to receive End of Day files (EOD) providing detailed reporting on client trading behaviour. These files can be exported to csv, txt or xml for importing into your database.
Saxo Institutional focuses on delivering responsive and knowledgeable service.
Our Performance Dashboards provides performance tracking metrics on customer acquisition and performance. This data supports you in building a more effective sales and marketing strategy.
We train your internal staff and provide video and other educational materials for self-trading clients.
We provide a range of marketing materials and tools to support your sales and marketing activities. You can include your own brand name on a wide range of Forex widgets, set up a demo account and lead registration flow on your website, use platform and video educational videos and tutorials and ready to execute marketing campaigns.
As a Saxo Institutional client you save time and development costs, and benefit from Saxo Capital Markets best practices.
Please contact our Account Manager to get the access to the Saxo Institutional Marketing Portal and our Account Manager can provide with you a full demonstration.