F E A T U R I N G. Work Smarter, Not Harder

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Ronald Phillip Gregory
6 years ago
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1 F E A T U R I N G Work Smarter, Not Harder

2 Speakers emoney Advisor Kyle Wharton: Head of Business Development Alex Rines: Integrations Developer Jessica Liberi: Business Analyst Morningstar Kartik Srinivasan: Head of Product Integrations Hillary Keitel: VP of Regional Sales

3 Agenda Our Story: Why emoney and Morningstar Product Overview: Morningstar Advisor Workstation SM Morningstar Office SM emx Get Started: Accessing the Integration in emx How it Helps: Why this Integration Benefits You

4 Our Story Why emoney and Morningstar Who We Work With: Advisor Workstation: 130,000+ users Morningstar Office: 4,300+ users 25,000+ emoney users Similar Goals: Making advisors businesses more efficient through integrated technology offerings Provide advisors with more holistic capabilities for research, analytics, portfolio management, financial planning, and data aggregation

5 Product Overview Working with Morningstar Data and Content Web Components Integrated Platforms Consulting Services XML and API feeds Real-time and historical market data Proprietary ratings and statistics Equity, credit, and manager research Articles and videos Scalable, plug-and-play integration Portfolio analysis and comparison, screening, goal planning, and realtime market monitoring tools Presentations and sales ideas Analyst Research Center Morningstar Advisor Workstation SM Morningstar Office SM Morningstar Direct SM Managed portfolios Select investment lists Model portfolios Asset allocation Custom consulting Analyst access Full-scale custom web solutions

6 Product Overview Morningstar Capabilities for Financial Advisors Investment Data & Selection Practice Management Research & Content Real-Time Market Monitoring Portfolio Construction & Analysis Suitability/Compliance Investment Planning Presentations & Reports Portfolio Management Career Development

7 Product Overview How Morningstar Helps Advisors Advisors use our platforms, services, and trusted brand to inspire confidence and to grow their business with clients and prospects. Deliver Reliable Investment Outcomes Boost Operational and Production Efficiency Maintain a Clear, Compliant Due-Diligence Process Demonstrate Advisory Value to Clients 7

Portfolio analytics FINRA-reviewed reports Billing Performance reporting Client web

8 Product Overview Morningstar Software Solutions for Advisors Morningstar Advisor Morningstar Office SM Morningstar Direct SM Workstation SM Hypothetical llustrations Portfolio analytics FINRA-reviewed reports Billing Performance reporting Client web portal Custom reporting Attribution analysis Scorecard creation Custom data points & calculations

Morningstar Advisor Workstation SM Overview Analyze Client Portfolios Construct client and prospect portfolios Quickly assess composition, regional exposure, annualized returns, risk analysis, and

with analyst reports and proprietary ratings Create custom security searches Build and save investment watch lists Present Hypotheticals Simulate side-by-side investment strategies and illustrate

9 Morningstar Advisor Workstation SM Overview Analyze Client Portfolios Construct client and prospect portfolios Quickly assess composition, regional exposure, annualized returns, risk analysis, and sector weightings using imported client data Create graphs, charts, and reports to aid in clients conversations Access Independent Research Get timely Morningstar data and gain further understanding with analyst reports and proprietary ratings Create custom security searches Build and save investment watch lists Present Hypotheticals Simulate side-by-side investment strategies and illustrate past performance of underlying holdings Incorporate ongoing investments, withdrawals, reinvestment of dividends, taxes, investment fees, and other charges Create comparative Illustration reports Set Investment Goals Determine client risk tolerance Use Efficient Frontier analysis to define asset allocations Forecast plan results using Monte Carlo simulation Create investment policy statements

Morningstar Advisor Workstation SM FINRA-Reviewed

professionally designed and FINRAreviewed portfolio

composition, diversification, and recommendations.

10 Morningstar Advisor Workstation SM FINRA-Reviewed Reports Advisors can easily produce a variety of professionally designed and FINRAreviewed portfolio reports to help educate clients about portfolio composition, diversification, and recommendations. Portfolio Snapshot Report Portfolio X-Ray Report Portfolio Comparison Report

Morningstar Office SM Overview Practice and Portfolio Management Performance reporting with Morningstar data and analytics 60+ import sources Custom report builder

11 Morningstar Office SM Overview Practice and Portfolio Management Performance reporting with Morningstar data and analytics 60+ import sources Custom report builder Client web portal and document vault Efficient frontier analysis, Monte Carlo, and customizable IPS Robust billing capabilities Access to additional Morningstar content 11

12 Morningstar Office SM Create Custom Reports and Presentations Create custom analytical and performance templates to cater to the different needs of your clients

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14 Morningstar Office SM Client Web Portal Grant client access 24x7 Aggregated and account level views Save time and money with electronic report delivery Secure document management Analyze client usage

15 Product Overview emoney At-A-Glance Who We Are: Founded: 2000 CEO: Edmond Walters Corporate HQ: Conshohocken, PA Aggregated Assets on System: $1.4T Employees: 270 Clients: 25,000+ Top Financial Professionals Who We Work With: What We Do: We build the leading wealth-planning software on the market for financial professionals. In December 2014, emoney released emx, the completely reengineered version of our award-wining technology platform.

Product Overview emx: It s a Better Way of Doing Business Improve Your Workflow A more intuitive interface Tools to improve efficiency emx streamlines your operations so you work smarter, not harder

16 Product Overview emx: It s a Better Way of Doing Business Improve Your Workflow A more intuitive interface Tools to improve efficiency emx streamlines your operations so you work smarter, not harder Strengthen Relationships Help your clients organize their financial lives with their own digital PFM Keep them connected not only to their finances, but also to you Grow Your Business Leading-edge technology that, combined with your expertise, differentiates you from your competition Positions you for future success and allows you to lead the lifestyle and leave the legacy you envision

Product Overview emx: It s a Better Way of Doing Business New Financial

throughout their entire life-cycle From goal-based planning to complex

Analytics More insight into your book of business than ever before

your business Fully-Integrated Platform Create a fully-integrated

17 Product Overview emx: It s a Better Way of Doing Business New Financial Planning Tools Planning tools to support your clients planning needs throughout their entire life-cycle From goal-based planning to complex estate and retirement income planning considerations Powerful Business Analytics More insight into your book of business than ever before In-depth analytics to help you identify opportunities and make sense of your business Fully-Integrated Platform Create a fully-integrated operating platform Featuring direct and seamless access to the many of the industry s top financial applications

Product Overview emx: It s a Better Way of Doing Business Client Experience A client portal tied directly to the advisor side of the system Enables advisors to stay informed on all

spending habits, monitor cash flow and help your clients stay on the right financial path Investments: Interactive charts and detailed summaries increase knowledge of financial accounts

18 Product Overview emx: It s a Better Way of Doing Business Client Experience A client portal tied directly to the advisor side of the system Enables advisors to stay informed on all financial activity for their clients and better identify growth opportunities Tools to keep clients engaged, such as: Budget: Set budgets and keep track of progress Spending: Track spending habits, monitor cash flow and help your clients stay on the right financial path Investments: Interactive charts and detailed summaries increase knowledge of financial accounts Education: An extensive library of videos, articles and other resources to increase your clients' financial knowledge Workshops: Help your clients understand the impact of their financial decisions

19 Get Started Accessing the Integration in emx To view the live demo, please watch the recorded WebEx, available here.

20 How it Helps Why This Integration Benefits You

21 Learn More Clients: emoney Advisor Call: customerservice@emoneyadvisor.com Morningstar Call: for Morningstar Office for Advisor Workstation If you re interested in learning how emoney and Morningstar can help your firm: emoney Advisor Visit: Call: sales@emoneyadvisor.com Morningstar Visit: Call: advisorsolutions@morningstar.com

Speakers emoney Advisor HiddenLevers

Speakers emoney Advisor HiddenLevers F E A T U R I N G Speakers emoney Advisor Kyle Wharton: Head of Business Development Rebecca Mopper: Business Analyst Eric Nordstrom: Integrations Developer HiddenLevers Raj C. Udeshi: Co-Founder Agenda