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The New ADMIS MemberSiteAn Overview of Services and Offerings
What is the MemberSite?The MemberSite is a portal for you and your customers to see market information, retrieve reports, see research and much more.
What do my customers get to see?
Customers can see the real time account page, a place to see old statements and research.
What do I get to see, as a broker?
The broker can see everything a customer can see, plus the What If Margin Tool called MAP, Cash Manager, and much more.
What will this replace?
The new MemberSite will replace the old MemberSite.
ADMConnect will still be available as a service,
Overview of MemberSite ToolsThe Basics
Account Info Center – real time account view
Statements – three months of Dailys, several years of 1099 and monthlies
Research – ADMIS provided Research
End of Day Reports – the traditional end of day clearing reports
The New Tools
MAP – Margin Analysis Platform for What If Margining
Enhanced Risk Calculation – improved the portfolio risk tool, expanded the number of exchanges.
Account Filter – sort and filter accounts by key values.
Customer Center – search for accounts
Interactive Reports – flexible, top day reporting capability
The Basics: Account Info Center Real Time View of Positions and Trades Marked to Market with delayed quotes for most exchanges Updated Intraday Margin Calculation for most exchanges We continue to add exchanges to the risk calculation as they become available.
The Basics: Statements Equities and Daily Statements kept for three months Monthly and 1099 Statements kept for the last two years Printable & Exportable
The Basics: Research All ADMIS Provided research All Hightower provided research Two levels of research, Customer and Broker Research will continue to be available by email
The Basics: End of Day Reports End of Day Reports, or WebConnect Reports, are still available. Top 20 reports included
*This is one notable change. Through data analysis, we determined that 20 reports captured most of the interest of our brokers. We are streamlining the reports to include only these Top 20.
ADM Connect will still be available, with the same access to the Top 20 reports.
New Tools: Margin Analysis Platform (MAP)MAP is a ‘What If’ margining tool that utilizes a full portfolio margin calculation.
• The system pulls in all positions for an account, automatically
• Allows the broker to change or update a position:
• Add new positions with a quick search, then drag and drop
• Click the MAP button and get updated margin numbers
New Tools: Account Filter
Search and filter account list
Sort by key values, like Change in Liquidating
ValueLeft Navigation ‘Saves’
your sort, making it easy to view accounts
you have selected
New Tools: Customer Center
Search for customers by Name
Pulls in key information from Clearing System
Captures Financial data for accounts entered on Online Application
New Tools: Interactive Reports In addition to static, End of Day reports, Interactive Reports allows for reports to
include top day data and information not stored in the clearing system Reports can be easily exported to Excel, sorted and filtered
How Do I get Started?
To get an ID for MemberSite:
1.) Contact the Support Desk:
312.242.7420 or
2.) Take a Guided Tour:
We can walk you through each of the tools, one by one.
3.) Get Started! You can access the site here:
https://members1.admis.com
