Family Office & Private Banking - ZagTrader

ZagTrader ZagTrader is a specialized Financial Technology company and service provider that provides its clients in the brokerage, investment banking, capital markets, and asset management with sophisticated solutions to run their business effectively.
Block 12, F06, Dubai Knowledge Park Dubai, UAE
Phone: +971 4 433 4385
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Family Office & Private Banking

Family Offices are growing across the globe, becoming more common and facing greater demands in capturing and reporting all the investments and assets that are under their control.

The ZagTrader Family Office solution addresses this by allowing for data, positions, trades and all types of assets to be captured in and reported within a single platform that is Custodian, Counterparty and Asset class agnostic. The same technology that powers our Custody, Settlement & Clearing solutions is combined with our FIX/API bridge and an OMS to enable a Family Office Manager to capture all assets held in a single ‘360 view’ while connecting to counterparties and brokers for any listed/tradeable assets.

Family Office & Private Banking solution

Supported Instruments

  • Equities Long / Short
  • Futures Contracts Long / Short
  • Leveraged Forex Long / Short
  • CFDs Long / Short
  • Derivatives Long / Short
  • ETFs Long / Short
  • Bonds and Sukuks
  • Options (Calls, Puts, Naked Calls/Puts)
  • Funds
  • Art, Collectibles, Books
  • Physical Assets (Gold, Cars, Boats, Planes, etc)
  • Real Estate (Residential, Commercial, Retail etc)

Ready out of the box Connectivity to

  • Routing Networks & Brokers: EMSX, AUTEX, TSOX, NYFIX etc
  • Custodians/Administrators (FIX, Websocket or Rest API)
  • Account Counterparties: API or Flat-file integrator (for daily statements)
  • Banking systems

Manage Portfolio & Risk

  • Benchmarking, rebalancing and scenario analysis tools
  • Decision support and portfolio management

Global Coverage

  • Covers more than 200 Markets (Including US, Europe, Middle Eastern markets)
  • With more than 200,000 symbols to choose from

Optimize Workflow

  • Customizable workspace
  • Automated aggregation and reporting of all accounts
  • Distribution of data to Portfolio Manager, Accounts and Family Office Clients
  • Efficient OMS with automated routing to destinations based on multiple layers of rules

Lower Operational Risk

  • Post-trade matching, settlement and reconciliation
  • Portfolio accounting
  • Performance measurement
  • Data aggregation and reporting

Flexibility and Scalability

  • Multi lingual interface (English, Arabic) with dictionary based capabilities
  • Open architecture: allows the traders to implement their own unique strategies
  • Providing white label solutions to other financial institutions
  • Create your own algorithms and rules or connect to any 3rd party algorithmic solution desired
  • Seamless integration with any 3rd party solutions if needed
  • The ability to run more than 100,000 symbols simultaneously
  • Extensive user privilege capabilities

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