Connect to Raymond James with ZagTrader

Who is Raymond James?

Raymond James & Associates, Inc. is the principal broker-dealer subsidiary of Raymond James Financial, a diversified financial-services firm headquartered in the United States. Through this and its affiliated entities, the firm delivers a broad set of services that span wealth management, equity and fixed income capital markets, equity research, and investment banking, serving individual investors, financial advisers, and institutional clients. The group is widely recognized for combining a large adviser-driven wealth-management franchise with full-service capital-markets and research capabilities.

For advisers, asset managers, brokers, and institutions, Raymond James is a long-established execution, research, and capital-markets counterparty with deep coverage of U.S. securities across both equities and fixed income. Its breadth of services and institutional reach make it a natural destination for order flow that needs to sit alongside research, advisory, and underwriting relationships. Reaching that counterparty through a stable, well-monitored, and properly reconciled connection is a practical requirement for any desk that routes orders to it, and that is the role ZagTrader is built to fill.

How ZagTrader connects and routes to Raymond James

ZagTrader provides institutional connectivity to Raymond James through FIX sessions and supported APIs, established and tested so that order flow, executions, and acknowledgements travel over resilient, monitored links. The same connectivity supports electronic order routing from the trading blotter, allowing desks to send orders to Raymond James while retaining full control and visibility over status, fills, and exceptions in real time.

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. Where Raymond James provides drop-copy or status feeds, those messages can be consumed for independent 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 and supported APIs for order entry, execution reports, and acknowledgements.
• Electronic order routing with full blotter visibility on status and fills.
• Smart order routing managed within the OMS/EMS before orders are sent.
• Drop-copy and status feeds, where available, for independent reconciliation.
• Pre-trade compliance and risk checks applied before orders leave the desk.

What you can access through Raymond James

As a full-service broker-dealer with both equity and fixed income capital-markets businesses, Raymond James offers execution and liquidity across a wide range of securities, with particular depth in U.S.-listed equities and fixed income. Routing through it via ZagTrader's multi-asset platform lets a desk reach that coverage from a single, consistent workflow rather than maintaining separate tools per product line. The instruments and services available always depend on a client's own agreements and onboarding with the firm.

• Equities — U.S.-listed cash equities and related execution services.
• Fixed income — government, municipal, and corporate debt instruments.
• Options — listed equity and index options for hedging and strategy.
• Mutual funds — access to a broad range of fund products.
• Research-linked flow — execution that can sit alongside the firm's equity research coverage.
• 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 Raymond James all the way through to booking. Fills captured over FIX or API feed straight into the platform's post-trade processing, so that trades, allocations, and positions stay 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 Raymond James through ZagTrader

Routing to Raymond James 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 Raymond James 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 and API connectivity, together with drop-copy reconciliation where available, give desks confidence that what was sent, executed, and booked all agree, while smart order routing and pre-trade controls keep execution disciplined. For desks that pair execution with the firm's equity and fixed income capital-markets and research relationships, this consistency reduces breaks and manual work. 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 flow to Raymond James and beyond.

• One multi-asset OMS/EMS for Raymond James and additional brokers and venues.
• FIX and API connectivity with drop-copy reconciliation where available.
• 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.