Connect to CLSA with ZagTrader

Who is CLSA?

CLSA is an Asia-focused capital markets and investment group and a subsidiary of CITIC Securities. It is well known across the industry for institutional equities brokerage, independent equity research, and execution spanning Asia-Pacific markets. With coverage built around the region's exchanges and a research franchise that has long shaped how global investors read Asian equities, CLSA serves institutional investors based both inside and outside Asia who want informed, locally grounded access to the region.

For asset managers, hedge funds, brokers, and banks that allocate to Asia-Pacific, CLSA is an established execution and research counterparty. Its regional specialization, breadth of market coverage, and depth of research make it a natural destination for institutional order flow directed at Asian equities. Reaching that counterparty across multiple time zones and markets through a stable, well-monitored connection is a practical requirement for any desk that trades the region, and that is the role ZagTrader is built to fill.

How ZagTrader connects and routes to CLSA

ZagTrader provides institutional connectivity to CLSA through FIX sessions and APIs, established and tested so that orders, executions, and acknowledgements travel over resilient, monitored links. Because CLSA's coverage spans multiple Asia-Pacific markets and time zones, that connectivity is designed to keep order flow and status messaging consistent wherever the underlying instrument trades. Where relevant, ZagTrader also reaches destinations through hubs and ECNs, giving desks flexibility in how regional flow is routed.

Connectivity is delivered as part of ZagTrader's integrated Order Management System (OMS) and Execution Management System (EMS). Traders work from a unified blotter, apply pre-trade compliance and risk checks, and use smart order routing logic to direct orders appropriately before they leave the desk. Drop-copy sessions provide an independent, real-time stream of execution and order-status messages for reconciliation, surveillance, and risk monitoring. Because order management, execution, routing, and post-trade share one platform, there are no brittle hand-offs between disconnected systems when trading across the region.

• FIX sessions and APIs for order entry, execution reports, and acknowledgements.
• Electronic order routing to CLSA from a single unified blotter.
• Smart order routing managed within the OMS/EMS before orders are sent.
• Connectivity via hubs and ECNs where relevant for regional flow.
• Drop-copy sessions for independent reconciliation and surveillance.
• Pre-trade compliance and risk checks applied before orders leave the desk.

What you can access through CLSA

As an Asia-focused brokerage and investment group, CLSA is best known for institutional cash equities and execution across Asia-Pacific markets, supported by its independent equity research. Routing through CLSA via ZagTrader's multi-asset platform lets a desk reach that regional coverage from a single, consistent workflow rather than maintaining separate tools for Asian flow. The specific instruments, markets, and services available always depend on a client's own agreements and onboarding with the firm.

• Cash equities — institutional execution across Asia-Pacific markets.
• Asia-Pacific market coverage spanning the region's major exchanges.
• Execution informed by CLSA's independent equity research franchise.
• Other instruments and services available under the relevant client agreements.

Settlement and post-trade

Execution is only the first step in the trade lifecycle, and ZagTrader is built to carry flow routed to CLSA all the way through to booking. Fills captured over FIX and confirmed via drop-copy feed straight into the platform's post-trade processing, so trades, allocations, and positions stay consistent without manual re-keying, even when activity is spread across several Asia-Pacific markets and settlement cycles.

The platform supports trade confirmation and allocation, generation of settlement instructions, and reconciliation against counterparty, custodian, and clearing records. Settlement itself takes place through each relevant market's infrastructure and the client's own custody and clearing arrangements; ZagTrader's role is to manage the order and post-trade data flow accurately around that process. Reporting and audit-ready record keeping are produced from the same source of truth that runs from order inception, helping desks meet their internal control and regulatory obligations across the jurisdictions in which they operate.

Why route to CLSA through ZagTrader

Routing to CLSA through ZagTrader means consolidating execution, routing, risk, compliance, and post-trade onto one multi-asset front-to-back platform instead of stitching together separate systems for Asian flow and the rest of the book. A single OMS/EMS blotter spans CLSA alongside other supported brokers and venues, so traders manage their full book — regional and global — in one place, and operations work from one consistent set of records.

With deep roots in the MENA and GCC region and global reach, ZagTrader is well suited to desks that pair international coverage with focused Asia-Pacific access through CLSA. FIX connectivity and drop-copy reconciliation give desks confidence that what was sent, executed, and booked all agree, while smart order routing and pre-trade controls keep execution disciplined. As needs grow, the same platform scales to additional counterparties, asset classes, and markets without re-platforming, making ZagTrader a durable foundation for desks that route institutional flow to CLSA and beyond.

• One multi-asset OMS/EMS for CLSA and additional brokers and venues.
• FIX and API connectivity with drop-copy reconciliation.
• Smart order routing and pre-trade compliance and risk controls.
• Integrated post-trade flow from execution through booking and reporting.
• Scales to more counterparties, asset classes, and markets without re-platforming.