Saxo Bank Launches PartnerConnect for Wealth Managers

Saxo Bank launches PartnerConnect, a fully digital wealth management solution aimed at wealth managers in France. The new platform offers a digitalised multi-asset brokerage and custody service alongside advanced wealth management tools, positioning itself as a one-stop solution for financial professionals in the French market. 

With more than three decades of experience in global capital markets, Saxo has tailored this offering specifically to meet the needs of independent asset managers and financial advisors who want to streamline their operations. Through PartnerConnect, these professionals can now manage client portfolios within a single, comprehensive digital system.

Adam Moltrup, Head of Institutional Business, France, CEE, and Switzerland at Saxo, expressed optimism about the launch, stating, “We are delighted to deploy our institutional offer in the French market. With Saxo’s cutting-edge technology and access to global multi-asset markets, we help wealth managers digitise and grow their business. By combining agility, responsiveness, cost reduction, and simplification of operations, our platform enables them to serve more customers while improving quality of service and remaining fully compliant with current regulatory requirements.” 

Saxo Bank Launches PartnerConnect for Wealth Managers

The platform focuses on cost and time optimisation for wealth managers by removing the need for heavy IT infrastructure and replacing it with efficient digital communication systems. This allows companies to devote more energy to value-added services for clients while reducing administrative burdens. Among its features, PartnerConnect provides broker and custody services from a licensed Danish bank, with access to over 70,000 cash and margin products across global markets. 

It also includes digital onboarding, automated backend processes, real-time reporting, instant funds booking, and consolidated statements for end-clients who can complete the entire process online. Additionally, the platform offers full digitalisation across advisory, portfolio management, client fee management, asset servicing, and cash operations, thereby ensuring scalability while reducing in-house costs. 

Saxo also emphasises compliance, noting that its technology adheres to regulatory requirements across multiple jurisdictions. Moreover, PartnerConnect allows for flexible remuneration models, enabling wealth managers to establish diverse client fee structures while maintaining cost transparency and competitive pricing through its dedicated end-client app. With this launch, Saxo positions itself as a strategic partner for professionals in France, aiming to digitise its services and strengthen client relationships.

Getting to Know the Stock Broker 

• Saxo Bank provides a premier multi-asset trading platform. 
• The platform offers over 70,000 tradable instruments, including forex, stocks, and bonds, and features exceptional research capabilities. 
• Also, traders benefit from an extensive toolkit and premium features. 
• Saxo Bank delivers a comprehensive and immersive trading experience. 

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