Saxo Bank Introduces SaxoPartnerConnect for All Partners

Saxo Bank, the renowned multi-asset investment specialist, is set to bring SaxoPartnerConnect (SPC) to all its partners starting this year, retiring the old Webconnect system. This significant change aims to streamline operations and enhance the user experience for partners.

To ensure a smooth transition, Saxo invites all partners to become familiar with the new platform by logging into SPC using their existing Webconnect credentials. If needed, a helpful manual is also available for reference.

One of the standout features of SPC is its built-in Case Management tool. This tool allows partners to submit cases to Saxo seamlessly, replacing the previous P-codes system. With Case Management, users can easily initiate and track their cases, ensuring efficient communication with Saxo's support teams.

Granting access to Case Management for your users is simple with SaxoTools. A comprehensive guide titled “Access Administration User Guide” in SaxoTools provides step-by-step instructions on configuring user roles for SPC, making it easier for partners to manage their team's access.

In the near future, Saxo Bank plans to release a new Margin Monitor tool. This tool will display clients who may be subject to margin re-ratings or changes, along with the potential impact on their margin utilization. It's a proactive approach that replaces the weekly service emails partners used to receive from their account managers, allowing them to stay ahead of upcoming changes and reach out to affected clients promptly.

Saxo Bank has a well-established reputation as a multi-asset investment specialist, providing top-notch financial services to partners and clients around the world. SaxoPartnerConnect (SPC) is the latest step in their ongoing commitment to enhancing their partner relationships and ensuring a seamless trading experience.

For more information about Saxo Bank and SaxoPartnerConnect, please visit the Saxo dealer page.

In conclusion, Saxo Bank is rolling out SaxoPartnerConnect (SPC) to all partners, retiring Webconnect to streamline operations and improve user experience. Partners are encouraged to familiarize themselves with SPC, which includes a powerful Case Management tool, and look forward to a new Margin Monitor tool for better client support. Saxo Bank continues its commitment to delivering top-tier financial services to partners and clients worldwide.