Setup and modify customers, accounts and users
Client Configuration Manager (CCM) supports the use of sub-account structures allowing a White Label Client to offer the trading infrastructure to other businesses under the main structure or split up the overview by regions or segments.
Real-time monitoring of customer trading accounts
Online WebConnect is an advanced back-office system that facilitates the continuous, real-time monitoring and management of end-clients' trading accounts. White Label Clients can monitor the overall exposure on the omnibus account or on individual customer accounts.
Execute block trades on behalf of the customers
The Allocation Tool is an automated service that enables White Label Clients to do block trading on behalf of their customers without manual involvement from Saxo Bank.
Chat Module to broadcast information to clients
The Sales Station is an application allowing the White Label Client to communicate with individual customers and to broadcast information to customer segments. All communication activity to and from customers is recorded.