Multi-asset investment specialist Saxo Bank plans updates on account holdings and trading capabilities on the SaxoPartnerConnect platform.
In late July/early August 2024, Saxo will introduce the ability to modify specific attributes in client accounts on SaxoPartnerConnect. Properties targeted to be modified include:
- Account Name (Display account name)
- Risk profile
- Partner Key (External Reference)
Saxo will also implement the ability to execute block orders for option strategies (multi-leg options) through the allocation tool on SaxoPartnerConnect.
Recent improvements to the platform include margin tracking. Saxo partners can now find a new margin screen on the Dashboard which will show their clients who are subject to instrument re-ratings or margin changes and the impact this may have on their margin usage.
This tool replaces the service emails you may receive from your account manager every week and will allow you to monitor the potential risk of upcoming changes and proactively contact affected customers.