Denmark-based Saxo Bank has opened up access to SaxoPartnerConnect to all its partners from 2024, as it discontinues support for Webconnect.

SaxoPartnerConnect is an all-in-one digital advisory solution that supports self-managed, advisory, and discretionary businesses, enabling asset managers to better serve their clients while providing scalability, convenience, and cost savings.

To ensure a smooth transition, the company provided partners with the ability to log in to SaxoPartnerConnect using their Webconnect credentials.

SaxoPartnerConnect includes Case Management, which is intended to replace P-Codes and is designed to bring cases to Saxo Bank. Case Management allows users to seamlessly submit and review cases initiated by themselves and their peers.

Partners can give their users access to Case Management through SaxoTools by making the appropriate customizations.

Saxo Bank is also planning to launch a new Margin Monitor, which will allow partners to show their clients where revaluations or margin changes are taking place and the impact this may have. The tool is designed to replace service emails, track the potential risk of upcoming changes, and provide advance notice to clients who will be impacted.

SaxoBank began operations in 1992 and provides clients with access to 85 trading exchanges and platforms, the best bank quotes, and customer support in 20 languages.