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.

7

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

13

• 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: advisorsolutions@morningstar.com

eMoney Advisor Call: + 1 888 362-8482 Email: customerservice@emoneyadvisor.com

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: sales@emoneyadvisor.com