Connect to Evercore with ZagTrader

Who is Evercore?

Evercore is a leading independent investment banking advisory firm and the parent of the broker-dealer Evercore Group L.L.C. The firm built its reputation on independent advice, advising corporations, financial sponsors, and institutions on mergers and acquisitions, restructuring and debt advisory, capital raising, and other strategic matters. Because it is not part of a large balance-sheet bank, Evercore positions its advisory work as conflict-aware and client-aligned, which has helped it become a recurring adviser on significant transactions.

Alongside its advisory franchise, Evercore operates an institutional equities business that pairs sales and trading with the research published under the Evercore ISI brand. That combination makes the firm a relevant counterparty for asset managers and other professional investors who value differentiated research and equity execution. Reaching that counterparty over a stable, well-monitored connection is a practical requirement for any desk that routes orders to it, and that is the role ZagTrader is built to fill.

• Independent advisory at its core — M&A, restructuring, and strategic advice.
• Institutional equities business with sales, trading, and execution.
• Equity research published under the Evercore ISI brand.
• A counterparty valued for independence and research-led equity coverage.

How ZagTrader connects and routes to Evercore

ZagTrader provides institutional connectivity to Evercore through FIX sessions, established and tested so that order flow, executions, and acknowledgements travel over resilient, monitored links. The same connectivity supports direct market access (DMA) workflows, allowing desks to send orders through Evercore to the venues and liquidity it provides while retaining full control and visibility on the trading blotter.

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.

• FIX sessions for order entry, execution reports, and acknowledgements.
• Direct market access (DMA) order flow with full blotter visibility.
• Smart order routing managed within the OMS/EMS before orders are sent.
• 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 Evercore

Evercore's brokerage activity is centered on institutional equities, where the firm pairs execution services with the differentiated research it publishes under the Evercore ISI brand. Routing through it via ZagTrader's multi-asset platform lets a desk reach that equity coverage from a single, consistent workflow rather than maintaining separate tools per counterparty, while the same blotter still spans other brokers and venues for the rest of the book. The instruments and services available always depend on a client's own agreements and onboarding with the firm.

• Equities — cash equity execution services for institutional investors.
• Equity research — Evercore ISI coverage that informs and accompanies execution.
• Agency-style execution aligned with the firm's independent positioning.
• 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 Evercore 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 that trades, allocations, and positions are kept consistent without manual re-keying.

The platform supports trade confirmation and allocation, generation of settlement instructions, and reconciliation against counterparty, custodian, and clearing records. Settlement itself takes place through the relevant market 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 Evercore through ZagTrader

Routing to Evercore 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 each function. A single OMS/EMS blotter spans Evercore's equity flow alongside other supported brokers and venues, so traders manage their full book in one place and operations work from one consistent set of records.

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 equity flow to Evercore and beyond.

• One multi-asset OMS/EMS for Evercore and additional brokers and venues.
• FIX and DMA 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.