Saxo Bank PartnerConnect, Digitising Wealth Management in France

Saxo Bank has launched PartnerConnect, a one-stop digital wealth management solution aimed at independent wealth managers in France. The platform provides a fully digitalised multi-asset brokerage and custody service, along with advanced digital wealth management tools, allowing professionals to focus on creating better financial futures for their clients.

With over 30 years of experience in global capital markets, Saxo has developed a dedicated platform tailored for French professionals. Independent asset managers and financial advisors can now manage client portfolios efficiently through a single, integrated system, streamlining operations and improving service delivery.

Saxo Bank PartnerConnect, Digitising Wealth Management in France

Also, Adam Moltrup, Head of Institutional Business – France, CEE, and Switzerland, said that Saxo’s technology and access to global multi-asset markets help wealth managers digitise and grow their business. The platform combines agility, responsiveness, cost reduction, and operational simplification, enabling professionals to serve more clients while remaining fully compliant with current regulations.

Moreover, PartnerConnect emphasizes speed, transparency, and performance. The platform is designed to meet the needs of demanding professional clients who require broker and custody services that are efficient, transparent, and compliant with evolving regulations. It also optimizes time and costs, allowing companies to manage clients digitally without extensive IT infrastructure and focus on value-added tasks.

Key features of PartnerConnect include broker and custody services with access to over 70,000 cash and margin products, fully digital onboarding and back-end automation, and reduced administrative burden across advisory, portfolio management, and client reporting. The platform also provides scalability, cost reduction, regulatory compliance, and flexible partner remuneration models, giving wealth managers the tools to innovate while maintaining full transparency.

So, by launching PartnerConnect, Saxo Bank positions itself as a strategic partner for wealth managers in France, offering a comprehensive digital solution that enhances efficiency, compliance, and client-focused service delivery.

Company Overview

Saxo Bank stands out as a premier multi-asset broker, offering exceptional research capabilities and an exceptional trading platform, along with an impressive array of over 70,000 tradable instruments, which include spot forex, FX options, NDFs, CFDs, stocks, stock options, exchange-traded funds, ETNs, futures, and 33,000 bonds. For engaged traders, Saxo Bank offers a comprehensive and immersive trading journey, boasting an extensive toolkit, research resources, and premium features.

Discover more in our Complete Review.