f e a t u r i n g - emoney advisor...

F E A T U R I N G

• eMoney Advisor

– Kyle Wharton: Head of Business Development

– Rebecca Mopper: Business Analyst

– Eric Nordstrom: Integrations Developer

• HiddenLevers

– Raj C. Udeshi: Co-Founder

Speakers

• Our Story: Why eMoney and HiddenLevers

• Product Overview:

– HiddenLevers Stress Testing

– emX

• Get Started: Accessing the Integration in emX

• How it Helps: Why this Integration Benefits You

Agenda

Our Story

Why eMoney and HiddenLevers

• Who We Work With

• Similar Goals:

– Best of breed technology

– Simplify an advisor’s day-to-day operations

– Deepen client relationships

“These scenarios are not a forecast.

Rather, they are hypothetical scenarios

designed to assess the strength of

banking organizations and their

resilience to an unfavorable economic

environment.”

-Federal Reserve Bank

sources: FDIC, Federal Reserve, Reuters

"The resilience of the U.S. banking system has greatly improved since

… the more intensive use and greater sophistication of supervisory

stress testing.” -Ben Bernanke, April 2013

About HiddenLevers

Stress Testing: Dodd-Frank requires Fed to do it

Bank Stress Testing Images as Communication

Macro Steering the Equities Ship Predictive Analytics + Big Data

About HiddenLevers

Stress Testing: A Noble Concept in 2009

Satisfying

New Regulations

Increasing

AUM

Maintaining

Client

Expectations

Showcasing

Hedges

“They’ve built a black swan in a box”

“HiddenLevers is a hit with Advisors”

About HiddenLevers

Stress Testing: A Risk Tech Leader in 2015

About HiddenLevers

Stress Testing: Best of Breed Risk Tech

Raj C. Udeshi

- Background in Institutional Sales + Trading

- Dealt in LatAm Currency Options, Interest Rate Swaps, Inflation Swaps, CDS

- Bank of America, GFI Group, Enlace (LatAm Interbank Broker)

- Education: Northwestern – B. Arts, Pepperdine Law – Juris Doctor

Praveen Ghanta

- Deep background in finance IT

- Built Derivatives Trading + Risk Management systems

- Deutsche Bank NY, Oracle, AT&T

- Education: MIT – Computer Science + Economics, BS + MS Engineering

Advisors use HiddenLevers correlations engine and easy user interface to help

clients understand risk in portfolios, showcase hedging strategies, and compare

portfolios in context of several macro-economic outcomes. HiddenLevers helps

advisors manage client expectations with portfolio stress testing.

About HiddenLevers

Founders

Stress test portfolios in economic scenarios.

Portfolio Stress Testing Hedging Strategies Client-Facing Tools

Find potential

hedges using

macro

correlations.

Educate on

investment

risk in a

macro context.

Product Overview

Clients Research RISK Help

HOLDINGS 15% JPM 2% JPM Aug 2014 calls 10% IBM 30yr bond 25% PIMCO Fund 10% Excelsior Hedge Fund 33% Brazilian Timberland 5% US Dollars 2% Canadian Dollars

Portfolios can feed directly into

platform using eMoney SSO

Product Overview

HiddenLevers Data Integration

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 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 life—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 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

Get Started

Accessing the Integration in emX

To view the live demo, please watch the

recorded WebEx, click here.

How It Helps

Why This Integration Benefits You

Access the most important tools and applications from within one platform.

Get started for $100

100usd for first 30 days (all features included)

no long term commitment

discount code = emoney

discount code = EMONEY2015

HiddenLevers

eMoney Offer

Learn More

• Clients:

• If you’re interested in learning how eMoney and

HiddenLevers can help your firm:

HiddenLevers

Visit: www.hiddenlevers.com

Call: + 1 404 941-8600

Email: sales@hiddenlevers.com

eMoney Advisor

Call: + 1 888 362-8482

Email: customerservice@emoneyadvisor.com

HiddenLevers

Call: + 1 404 941-8600

Email: support@hiddenlevers.com

eMoney Advisor

Visit: www.emoneyadvisor.com

Call: + 1 888 362-4612

Email: sales@emoneyadvisor.com