Multi-asset investment specialist Saxo Bank plans updates on account properties and trading capabilities within the SaxoPartnerConnect platform.
In late July/early August 2024, Saxo will introduce the functionality to modify specific attributes on client accounts within SaxoPartnerConnect. The properties targeted for modification include:
- Account name (Display name of account)
- Risk profile
- Partner key (External reference)
Saxo will also be implementing the capability to execute block orders for option strategies (multi-leg options) through the allocation tool in SaxoPartnerConnect.
Recent enhancements to the platform include margin monitor. Saxo’s partners can now find a new margin monitor on the Dashboard, which will show their clients who are subject to instrument reratings or margin changes, as well as the impact it may have on their margin utilisation.
This tool replaces the service emails you may get from your account manager weekly and will let you monitor the potential risk of upcoming changes and proactively contact impacted clients.
