Multi-asset investment specialist Saxo Bank has notified independent asset managers of changes to the performance dashboard.
The newly launched page in the performance dashboard within Saxo Tools is now live, offering a comprehensive focus on sales funnel. This page is specifically designed to assist you in monitoring and evaluating the effectiveness of your sales and activation strategies, guiding your leads towards becoming funded and trading clients.
The report provides a detailed breakdown of your client base by persona and analyses your proportion of multi-asset clients alongside geographical diversification – key factors influencing their investment decisions.
The report can be accessed directly through Saxo Tools, and it will be available on SPC in the coming weeks.
