Fully integrated portfolio management and reporting solutions
Our advanced, cost efficient, turn-key portfolio management solution – Saxo Portfolio Manager – integrates seamlessly with our trading platforms. Wealth and asset managers, banks, fintechs and financial advisors can use it to trade on and manage their client portfolios with greater efficiency.

Integrated portfolio management
Rebalance across multiple client portfolios using block orders and algorithms, and trade seamlessly from order entry to settlement.

Risk and compliance management
Utilise multiple rules and risk management features to monitor risk effectively and ensure compliance.

Advanced reporting tools
Get professional portfolio reporting tools and reports, out of the box. Generate PDF reports and provide an online portal for clients to view their investments.

Expert support from institutional professionals
With more than 100 institutional specialists operating from offices in key financial centers, including Denmark, London, Singapore, Shanghai, Hong Kong, Switzerland and Dubai, we can deliver the right solution for your business.