Saxo Bank Unveils New Features in SaxoPartnerConnect

Saxo Bank enhances SaxoPartnerConnect with updates like new client filters, P/L info, export options, UX improvements, and available margin columns for better management.

Key Points:

• Improved Client Screener: New filters for restricted clients and detailed restriction insights.
• Enhanced Export & UX: Ability to export up to 10,000 records and streamlined “My Profile” menu.

Saxo Bank has rolled out several significant updates and enhancements to its SaxoPartnerConnect (SPC) platform. These upgrades improve user experience, enhance data visibility, and streamline operations for clients and partners.

Enhanced Client Screener with New Filters

One of the most notable improvements is the update to the Client Screener, which now includes new filters that enable users to screen for restricted clients with greater accuracy. Users can now easily filter clients based on restriction types, with the restriction type name displayed directly in the screener table. This addition provides users with detailed insights into the nature of the restrictions, making it easier to manage clients effectively.

P/L Information on Positions Within Client Screener

Saxo has also enhanced the Positions tab in the Client Screener by incorporating Profit and Loss (P/L) information. This update includes two new columns that display P/L data in both the instrument and the partner’s currencies, offering a more comprehensive and efficient overview of client positions and their financial standing.

Saxo Bank Unveils New Features in SaxoPartnerConnect

Export Positions and Orders from Client Screener

Another key update is the ability to export data from the Client Screener. Previously, users could only export grid content for selected clients. Now, Saxo has introduced the ability to export the entire screener content, supporting up to 10,000 records. This exported data will be available in the Download Center, similar to client reports, helping users streamline their workflow and improve operational efficiency.

User Experience (UX) Enhancements with My Profile Menu

Saxo has made significant UX improvements, particularly in the platform’s navigation. The new “My Profile” menu at the top right corner consolidates key functions such as Settings, Subscriptions, Feedback, and Logout into one accessible location. This update aligns the platform’s design with Saxo’s end-client platforms. Additionally, users now have the option to collapse the navigation menu, providing a full-screen view of the right pane for a more immersive experience.

New Available Margin Column in Client Screener

To further enhance risk monitoring, Saxo has added a new “Available Margin” column to the Client Screener. Column management allows you to include this column, which provides valuable insights into the available margin across the client base. This feature enables users to track and manage client risk better.

Conclusion

With these latest updates, Saxo Bank continues to enhance the functionality and user experience of SaxoPartnerConnect, reinforcing its commitment to providing partners with the tools and features necessary to manage their client relationships efficiently and effectively. The improvements to the Client Screener, user interface, and data export capabilities highlight Saxo’s focus on delivering greater operational efficiency, transparency, and a seamless user experience.

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