Connect to WELLS FARGO ADVISORS through ZagTrader
ZagTrader can white-label the entire experience, so you offer trading through WELLS FARGO ADVISORS to your own clients under your brand, fully powered by our platform behind the scenes.
Connecting to WELLS FARGO ADVISORS
Because connectivity logic lives in a dedicated adapter, adding or upgrading the WELLS FARGO ADVISORS link never requires changes to your traders' screens or your downstream back-office processes.
What You Can Trade Through WELLS FARGO ADVISORS
ZagTrader's unified instrument master keeps symbology consistent across venues, so an instrument traded through WELLS FARGO ADVISORS reconciles cleanly against the same security held or traded elsewhere.
Order Management & Execution with WELLS FARGO ADVISORS
Multi-account order entry means a single instruction can be worked across many accounts through WELLS FARGO ADVISORS, with ZagTrader handling the aggregation and disaggregation automatically.
Post-Trade, Settlement & Back Office for WELLS FARGO ADVISORS
Trade confirmations and affirmations with WELLS FARGO ADVISORS are automated, shortening the post-trade cycle and reducing the manual touchpoints where settlement errors creep in.
Risk & Compliance Controls for WELLS FARGO ADVISORS
Limit frameworks can be set per account, desk, trader, or instrument, so WELLS FARGO ADVISORS flow always operates inside the boundaries your risk policy defines.
Multi-Broker Routing & Integration with WELLS FARGO ADVISORS
WELLS FARGO ADVISORS operates inside ZagTrader as one of many connected counterparties, so you can route orders to WELLS FARGO ADVISORS or to other brokers from the same blotter under one set of controls.
Security & Data Protection
Granular permissions let you separate duties — for example, allowing a trader to route to WELLS FARGO ADVISORS while reserving limit changes for risk — enforcing your control model.
Ready to Connect with WELLS FARGO ADVISORS?
Integrate WELLS FARGO ADVISORS into your trading workflow with ZagTrader's powerful OMS.
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