ADMIS 2019 IB CONFERENCE EXHIBITOR BOOKLET A complete list of vendors 2019 January 18-19 Chicago, Illinois
Thank You for Attending the ADM Investor Services 2019 National IB Conference As an attendee at our annual IB conference on January 18-19, 2019 in Chicago, we hope you take the time to explore our exhibitor showcase featuring representatives from the companies included in this handy booklet. The exhibitors will be ready for you on Friday afternoon and all day on Saturday. Stop by to see what new trading tools and technologies are available to you and your customers! Be sure to visit all of the exhibitor booths! 2019 EXHIBITOR BOOKLET
NEW ACCOUNTS DEPARTMENT 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 while staying secure. IT S AS EASY AS 1-2-3 1. Email a link to your customer. 2. Follow your customer s progress online. 3. Click to approve. 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! PAGE 1 2019 EXHIBITOR BOOKLET
COMPLIANCE DEPARTMENT STOP BY THE COMPLIANCE BOOTH Learn how to use Members1st for all of your compliance needs. Be prepared for all regulatory audits. Learn more about all training including Ethics, Cyber Security and AML. TO LEARN MORE PAGE 2 2019 EXHIBITOR BOOKLET
TREASURY DEPARTMENT WHAT S HAPPENING AT THE ADMIS TREASURY BOOTH? Learn how to use the mobile check feature - take a picture of a customer check and deposit from your mobile app. Learn about the new wiring procedures to prevent cyber fraud. See the different uses for cash manager - cash transaction history, customer instructions, and internal transfers. VISIT THE TREASURY BOOTH TO GET THE LATEST UPDATES PAGE 3 2019 EXHIBITOR BOOKLET
RISK DEPARTMENT Visit the ADMIS RISK BOOTH to learn more about the tools ADMIS has designed to help you manage risk. RISK DEPARTMENT TOOLS VaR- 2 year historical constant maturity VaR, including confidence levels of 95% and 99% at 1day and 5 day intervals. Margin Analysis Platform (MAP) intraday or end of day margin analysis. Balance Summary a real-time tool providing comprehensive equity detail for offices, sales codes, and individual accounts. P&L by Commodity - assist hedge and speculative clients manage their trading. PAGE 4 2019 EXHIBITOR BOOKLET
SUPPORT: OAK & MEMBERS 1ST WHAT CAN YOU LEARN AT THE SUPPORT DESK BOOTH? OAK TRADING PLATFORM 3.0 99 Improved performance and greater flexibility with the OAK 3.0 application. 99 OAK Web 3.0 now allows entering of spread strategies. 99 Enter Grain and Meat orders for the next day starting at 1:30 pm. MEMBERS 1ST 99 Learn about the changes we have made in 2018. 99 Learn about all of the reports available to you. PAGE 5 2019 EXHIBITOR BOOKLET
CME Group Offers the Options You Need Options on futures offer deep liquidity on the broadest set of products, maturities and strikes across all the major investable asset classes at CME Group. Capitalize on greater risk management flexibility and precision, advanced on-screen spreading capabilities and the efficiencies of central clearing. Access QuikStrike Option Pricing & Analysis Tools Gain greater insight into the market to trade smarter and more decisively. QuikStrike Essentials: Base version of QuikStrike s benchmark pricing and analysis platforms, offering an all-in-one tool. Open Interest Heat Map: Gain insight into market sentiment through the lens of put/call open interest across expirations and strikes. Options Calculator: Generate fair value prices and Greeks for any of CME Group s options on futures contracts, or price a generic option with our universal calculator. Vol2Vol Expected Range: A visual representation of volatility indicates the number of standard deviations a strike is from the ATM futures price, while offering the ability to chart open interest and volume. Find a complete library of QuikStrike tools at cmegroup.com/quikstrike 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. QuikStrike is a registered trademark of Bantix Technologies, LLC. Copyright 2004 2018. All Rights Reserved. Copyright 2018 CME Group. All rights reserved.
You can stop looking for that one-of-a kind customer solution because it s here: THE STANDARD 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. 1065 N. 115th St. Ste 201 Omaha, NE 68154 800.515.5657 GrainBridge.com
Professional Trading Software for Brokers, CTAs, and Risk Managers CTS is a fully-hosted, professional trading platform for futures and options that offers direct market access to global exchanges, customizable charting, easy to use mobile apps, powerful options analytics, and open APIs. Our competitive pricing and the flexibility of our add-on enhancements ensure that you only pay for what you need. Proprietary auto skew generates option theoretical values and Greeks Pre-trade risk management that incorporates real-time portfolio margin Scalable option analytics functionality at competitive prices Positions imported instantly from any execution platform Mobile apps offer trading and charting on the go TradeSniper supports custom spread charting and trading New dark mode provides enhanced color schemes and choices Customizable workspaces saved to CTS servers for access anywhere REGISTER FOR A FREE SIM AT www.ctsfutures.com
Ag Marketing Solutions Gate 39 Media provides your business with the look and messaging to reach today s producers. Ag marketing is a competitive business. Farmers have more choices in providers and sources of information. We work with you to communicate your message and value proposition, and provide technology solutions that your customers benefit from. Let us provide you with the design, technology and marketing experience to grow your business. Our custom marketing solutions include: Website development Logo design and branding Content marketing and PR Social media Print Material Mobile Apps Catch Shane Stiles at the Focus on the Future Conference: Gate 39 Media President Shane Stiles will present the session: Where are the Leads? Developing and Executing a Cost Effective Marketing Strategy on January 18 th at 4:45pm. Download Shane s presentation at www.gate39media.com/admis2019. Tell us more about your business. Contact us for a free consultation. FINANCIAL MARKETING & TECHNOLOGY 312.715.1475 INFO@GATE39MEDIA.COM WWW.GATE39MEDIA.COM
cmdtyview advanced charting, tools, and data from a modern web-based platform info@cmdtydata.com 312.283.2387 cmdtydata.com Charting View any instrument - cash, crush, futures, indexes - in seasonal or interactive charts Futures Trading Access your trading account from any device with connectivity to 50+ brokers Forward Curves Prebuilt curves or customize for your needs. Create, edit, chart, and go Cash Bid Data Best-in-class cash bid data made available for charting and through our easy-to-use Bid Monitor Tool Grain Indexes Our indexes ensure that the price that you re buying or selling is the fair market price cmdtynewswires Actionable news, market analysis, and proprietary content delivered in real-time to your desktop
IF YOU HAVEN T TRIED TT LATELY, YOU HAVEN T TRIED TT SEE WHAT S NEW WITH TT At Trading Technologies, we re constantly innovating to deliver professional trading, infrastructure and data solutions that you can t get anywhere else. TT platform highlights include: + Fully managed software solution + Ultra-low-latency global network, with access to 40+ markets for futures, fixed income, cryptocurrencies and more + Highly available connect via browser, desktop or mobile app + Advanced options trading functionality + Machine learning technology for market surveillance, TT Score + Comprehensive charting and analytics + Position transfer service + Seamlessly integrated order management system, TT OMS + FIX order routing + Tiered account structure and risk management + Proprietary and third-party algo support FIND OUT MORE AND GET IMMEDIATE ACCESS TO TT, WITH LIVE MARKET DATA, FOR FREE AT WWW.TRYTTNOW.COM Contact TT AMRITA SHAFFER Customer Success Manager 312-268-4626 amrita.basu@tradingtechnologies.com MIKE LARAVIERE Sales Manager 312-698-6547 michael.laraviere@tradingtechnologies.com
Fidessa Global Trading Platform (GTP) Fidessa s award-winning futures and options trading platform is transforming the derivatives industry by providing unparalleled market access and automating complex workflows. PAGE 16 FIDESSA Best execution across multiple asset classes on all leading global exchanges Follow-the-sun order management with a single, consolidated order book Centralized account and trader-based risk management and position checks Perfect for trading firms, producers, hedgers, and other market participants Contact Fidessa to arrange a demo! Toni Somorin 312 308 5823 toni.somorin@fidessa.com Josephine Sheng 312 308 5872 josephine.sheng@fidessa.com
As an Introducing Broker, you're faced with changing regulation from the NFA and CFTC. Ascent can help. Our free analysis combines A.I. and human expertise to provide you with the exact number of obligations specific to your firm, plus additional critical insights. PAGE 17 FIDESSA It's quick, easy, and comprehensive. Let's make sure you're covered. Email sales@ascentregtech.com to get started. ascentregtech.com
Broker IRA Investing Reference Key Questions to Ask Do you have an IRA or old 401(k)? Did you know you can trade futures with an IRA? Did you know you can start an IRA today and trade futures? About Midland We re fast. Midland has a staff dedicated to futures traders, providing quick answers and a streamlined process. We re easy. With the click of a button, clients can authorize new account funding, withdraw funds or additional funding. We re responsive. Each client is unique our futures team is here to hand-hold clients through each particular situation. Process 1 Open 2 Midland IRA Account 3 Account Completion Broker sends client: Client completes online application at www.apply.midlandira.com Open Brokerage Account Brokerage Application Letter of Direction CTA Disclosure Document Any additional broker documents Client confirms funding Midland Finalizes Account Executes FCM Acct Agrmt Receives FCM Acct # Sends IRA funds to FCM Brokerage Client Fees First Year Account Opening: $50 Fund Trading Account: $50 Annual FCM: $295 Subsequent Years Annual FCM: $295 Add l Funding (if applicable) $50 Contact Rita Woods New account sales and setup 312-753-6385 rwoods@midlandira.com Midland Futures Account Services Existing account client services 239-333-4464 futures@midlandira.com www.midlandira.com/financial-professionals
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