2018 IB Conference Exhibitor Booklet

Transcription

1 2018 IB Conference Exhibitor Booklet JANUARY 12-14, 2018 CLEARWATER BEACH FLORIA

2 2018 AMIS IB CONFERENCE As an attendee at our annual IB conference on January 12-14, 2018 in Clearwater Beach, we hope you take the time to explore our exhibitor showcase featuring representatives from the companies included in this handy booklet. Come stop by their booths on Friday afternoon and all day on Saturday to see what new trading tools and technology are available to you and your customers. We ll see you there! Be sure to stop by all of the exhibitor booths on Friday and Saturday! 2018 Exhibitor Booklet

3 AMIS Online Application It s time to make the switch to the new and improved Online Account Application The Online Customer Account Application allows you to take full advantage of the efficiencies inherent in opening an account online It s as Easy as What are you waiting for? Stop by the Online Account Application Booth and see what Mildred Peoples and Kathy Howe-Burket have ready for you! 1. link to your customer. 2. Follow your customer s progress online. 3. Click to approve. AMIS Online Application Page 1

4 AMIS Members1st Learn from the Specialists! Stop by to discuss the anticipated change in 2018 regarding statement notifications. Members1st will be the key resource for this cyber security change. Come visit Tom Schaab, an Boldt, and Rory Martin to learn more about Members1st. Become familiar with the available reports Members1st has to offer. AMIS Members1st Page 2

5 AMIS Oak Trading Platform Visit Matt King and Tim Edwards to learn more about OAK Trading 3.0! OAK Trading Platform 3.0 OAK Web will have a new look! Stop by the booth to see the OAK Web 3.0 version that is introduced for The update provides increased performance and greater flexibility to implement new features. Updated back-end code programming has been applied to OAK esktop and OAK Web. AMIS Oak Trading Platform Page 3

6 AMIS Risk epartment Visit ave Glancy and Greg Gulotta to learn more about the P&L by Commodity Report What s New with AMIS Risk? Check out the new P&L by Commodity Report under Interactive Reports in the Report Center. This report will assist brokers with both their hedge and speculative accounts. Hedge clients can easily obtain P&L by product, which will help them manage the gross profitability of their operation. Speculative clients can use the P&L data to help support their risk assesments. AMIS Risk epartment Page 4

7 AMIS Treasury epartment What s Happening at the AMIS Treasury Booth? Learn how to use the mobile check feature- take a picture of a check and deposit from your mobile app. Learn about the new wiring procedures to prevent cyber fraud. See the different uses for cash managercash transaction history, customer instructions, and internal transfers. Visit Pete Michuda and Patrick Prosi to learn more about the AMIS Treasury epartment. AMIS Treasury epartment Page 5

8 You can stop looking for that one-of-a kind customer solution because it s here: THE STANAR IN RISK MANAGEMENT SOFTWARE FOR GrainBridge brings convenience for the broker to manage all clients from one simple to use, web-based risk management platform. Track customer marketing positions including cash, futures & options Auto import brokerage positions to simplify management process Analytic reporting to view overall picture of clients positions by type, delivery, and commodity Provide clients read only or read/write web access Markets updated daily for a clear picture of the operation s potential profitability each and every day AG BROKERAGES How often do you find yourself challenged as markets rally, your customers are margining positions and you must relay the true value of that position and their bottom line? With GrainBridge risk management reports, you get a clear picture of your overall profit potential against all marketing positions per bushel, per acre for each commodity. Learn how GrainBridge can differentiate your business and compliment your current services by calling or sending a message to support@grainbridge N. 115th St. Ste 201 Omaha, NE GrainBridge.com Page 6

9 Welcome to Your Commodity estination CME Group is advancing the commodity marketplace by offering enhanced portfolio diversification with global benchmark products across energy, metals and agriculture. Most Actively Traded Contracts ZC Corn ZS Soybean CL WTI Crude Oil NG Henry Hub Natural Gas GC Gold See contract details, open interest, and volume information for our most actively traded commodity futures at cmegroup.com/leadingcommodities. Futures trading is not suitable for all investors, and involves risk of loss. Futures are a leverage instrument, and because only a percentage of a contract s value is required to trade, it is possible to lose more than the amount of money initially deposited for a futures product. Swaps trading is not suitable for all investors, involves the risk of loss and should only be undertaken by investors who are eligible contract participants (ECPs). Swaps are a leveraged investment, and because only a percentage of a contract s value is required to trade, it is possible to lose more than the amount of money deposited for a swaps position. Therefore, traders should only use funds that they can afford to lose without affecting their lifestyles. And only a portion of those funds should be devoted to any one trade because they cannot expect to profit on every trade. CME Group is the trademark of CME Group, Inc. The Globe logo, Globex and CME are trademarks of Chicago Mercantile Exchange, Inc. CBOT is the trademark of the Board of Trade of the City of Chicago. NYMEX, New York Mercantile Exchange, and ClearPort are trademarks of New York Mercantile Exchange. Inc. COMEX is a trademark of Commodity Exchange, Inc. Copyright 2017 CME Group. All rights reserved. Page 7

10 TRAE THE WORL Best-of-class desktop, mobile, and API platforms for brokers and their customers CQG offers global market data, advanced technical analysis, and high-performance trade routing through its worldwide network of exchanges. With superior account management, risk management, and administrative tools, CQG provides brokers the resources they need to manage their customer accounts. CQG s front-end flexibility gives traders access to customization for a wide range of trading needs CQG, Inc. All rights reserved worldwide. Page 8

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12 Introducing the new TN ProphetX New app for both ios and Android users, including market news, charts, and intermarket spreads The industry s fastest, most accurate source of rack prices Robust view of options strategies Cutting-edge charting and analysis tools Try it today! dtn.com/go/amis Page 10

13 erivatives trading and risk management from the workflow specialists Follow the sun order management Unrivalled execution capabilities Specialized derivatives algos Powerful execution analytics Care and MA flow Integrated middle office Global market coverage fidessa.com Page 11

14 Solutions Overview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age 12

15 We re reimagining the markets of today by rewriting the status quo in energy futures. Historically, there have only been two choices for traders to turn to Nasdaq offers one more. With the confidence of proven technologies and expertise, Nasdaq delivers key energy benchmarks and significant cost savings. Track the momentum at business.nasdaq.com/futures. Page 13

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17 Trusted agriculture insights and solutions from Thomson Reuters Our unique combination of news, research, data and tools, gives you a sharper edge as you trade, invest and purchase commodities across the globe. Learn more Page 15

18 IF YOU HAVEN T TRIE TT LATELY, YOU HAVEN T TRIE TT We re always building for what s next at TT. That means we re constantly innovating and iterating to deliver professional trading solutions that you can t get anywhere else. Current TT platform highlights include: Fully managed software solution Ultra-low-latency global network, with access to 40+ futures markets Highly available connect via browser, desktop or mobile app Comprehensive options trading functionality Integrated charting and analytics FIX order routing Tiered account structure and risk management Proprietary and third-party algo support Find out more and try TT for free now at Contact TT: Jessica Schultz Mike LaReviere Senior Customer Success Sales Manager jess@trade.tt mlaraviere@trade.tt Page 16

19 AMIS 2018 IB CONFERENCE WYNHAM GRAN HOTEL CLEARWATER BEACH, FLORIA