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F E A T U R I N G
Work Smarter, Not Harder
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• 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
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• 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
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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
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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
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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
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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
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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
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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
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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
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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
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• 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
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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.
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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
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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
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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
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Get Started
Accessing the Integration in emX
To view the live demo, please watch the recorded WebEx, available here.
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How it Helps
Why This Integration Benefits You
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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]