The overview of our platform tutorials:
- Introduction to SaxoPartnerConnect
- Login with 2FA
- How to use the Screener
- Placing an order for a single client
- Client screener
- Subscription to exchanges
- Client case management
- Creating an allocation group
- Block ordering
- Reports on client level
- Client view portfolio
- Corporate actions
- Advanced version - SaxoPortfolio
- Simple version - SaxoPortfolio
- Single client trading journeys
- Deposits and transfers
- Order conditions
- How to use 'Markets'
- How to use the watchlist
- Multi currency solution
- How to navigate the product page?
- What are care orders and how to use them?
- How to place a single option order?
- How to place a block order for options?
- How to use the Allocation Group template
- How to authorize employees on SaxoPartnerConnect
- Renewal process for single and joint accounts
- Renewal process for corporate accounts
- Mutual fund trading
- How to trade bonds
- How to exercise an option
- How does margin lending work?
- Model Manager – overview
- Model Manager - how to add client to a model
- Model Manager - how to create a benchmark
- Model Manager - how to create and adjust a model
- Model Manager – how to rebalance
- How to review your GIRO models and clients
- Block reporting
- Enabling margin lending
- Advanced block trading journeys (coming soon)
Introduction to SaxoPartnerConnect
Login with 2FA
How to use the Screener
Placing an order for a single client
Client screener
Subscription to exchanges
Client case management
Creating an allocation group
Block ordering
Reports on client level
Client view portfolio
Corporate actions
Advanced version - SaxoPortfolio
Simple version - SaxoPortfolio
Single client trading journeys
Deposits and transfers
Order conditions
How to use 'Markets'
How to use the watchlist
Multi currency solution
How to navigate the product page?
What are care orders and how to use them?
How to place a single option order?
How to place a block order for options?
How to use the Allocation Group template
How to authorize employees on SaxoPartnerConnect
Renewal process for single and joint accounts
Renewal process for corporate accounts
SaxoPartnerConnect Mutual fund trading - single orders and block orders
How to trade bonds
How to exercise an option
How does margin lending work?
Model Manager – overview
Model Manager - how to add client to a model
Model Manager - how to create a benchmark
Model Manager - how to create and adjust a model
Model Manager – how to rebalance
How to review your GIRO models and clients
How to generate bulk reporting
Enabling margin lending
Videos in production:
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Advanced block trading journeys (coming soon)