F E A T U R I N G
Work Smarter, Not Harder
• 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
Speakers
• Our Story: Why eMoney and Morningstar
• Product Overview:
– Morningstar® Advisor WorkstationSM
– Morningstar OfficeSM
– emX
• Get Started: Accessing the Integration in emX
• How it Helps: Why this Integration Benefits You
Agenda
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
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
Analyst access
Scalable, plug-and-play
integration
Portfolio analysis and
comparison, screening,
goal planning, and real-
time market monitoring
tools
Presentations and
sales ideas
Full-scale custom web
solutions
Analyst Research
Center
Morningstar® Advisor
WorkstationSM
Morningstar OfficeSM
Morningstar DirectSM
Managed portfolios
Select investment lists
Model portfolios
Asset allocation
Custom consulting
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
Advisors use our platforms, services, and trusted brand to inspire confidence
and to grow their business with clients and prospects.
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Deliver Reliable
Investment Outcomes
Boost Operational and
Production Efficiency
Maintain a Clear,
Compliant Due-Diligence
Process
Demonstrate Advisory
Value to Clients
Product Overview
How Morningstar Helps Advisors
Product Overview
Morningstar Software Solutions for Advisors
Morningstar® Advisor
WorkstationSM
Morningstar OfficeSM
Morningstar DirectSM
Hypothetical llustrations
Portfolio analytics
FINRA-reviewed reports
Attribution analysis
Scorecard creation
Custom data points &
calculations
Billing
Performance reporting
Client web portal
Custom reporting
Morningstar® Advisor WorkstationSM
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
Advisors can easily produce a variety of professionally designed and FINRA-
reviewed portfolio reports to help educate clients about portfolio composition,
diversification, and recommendations.
Morningstar® Advisor WorkstationSM
FINRA-Reviewed Reports
Portfolio Snapshot™Report Portfolio X-Ray® Report Portfolio Comparison Report
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
Morningstar OfficeSM
Overview
11
• Create custom analytical
and performance
templates to cater to the
different needs of your
clients
Morningstar OfficeSM
Create Custom Reports and Presentations
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• Grant client access 24x7
• Aggregated and
account level views
• Save time and money with
electronic report delivery
• Secure document
management
• Analyze client usage
Morningstar OfficeSM
Client Web Portal
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
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
Improve Your Workflow • A more intuitive interface
• Tools to improve efficiency
• emX streamlines your operations so you work
smarter, not harder
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 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
Fully-Integrated Platform • Create a fully-integrated operating
platform
• Featuring direct and seamless
access to the many of the
industry’s top financial
applications
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
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:
Spending: Track spending habits, monitor cash flow
and help your clients stay on the right financial path
Budget: Set budgets and keep track of progress
Investments: Interactive charts and detailed
summaries increase knowledge of financial accounts
Workshops: Help your clients understand the
impact of their financial decisions
Education: An extensive library of videos, articles and other
resources to increase your clients' financial knowledge
Get Started
Accessing the Integration in emX
To view the live demo, please watch the recorded WebEx, available here.
How it Helps
Why This Integration Benefits You
Learn More
• Clients:
• If you’re interested in learning how eMoney and
Morningstar can help your firm:
Morningstar Visit: www.morningstar.com Call: +1 800 886-9324 Email: [email protected]
eMoney Advisor Call: + 1 888 362-8482 Email: [email protected]
Morningstar Call: + 1 866 215-2503 for Morningstar Office 1 312 424-4244 for Advisor Workstation
eMoney Advisor Visit: www.emoneyadvisor.com Call: + 1 888 362-4612 Email: [email protected]