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F E A T U R I N G
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• eMoney Advisor
– Kyle Wharton: Head of Business Development
– Rebecca Mopper: Business Analyst
– Eric Nordstrom: Integrations Developer
• HiddenLevers
– Raj C. Udeshi: Co-Founder
Speakers
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• 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
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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
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“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
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Bank Stress Testing Images as Communication
Macro Steering the Equities Ship Predictive Analytics + Big Data
About HiddenLevers
Stress Testing: A Noble Concept in 2009
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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
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About HiddenLevers
Stress Testing: Best of Breed Risk Tech
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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
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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
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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
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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 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 life—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 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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Get Started
Accessing the Integration in emX
To view the live demo, please watch the
recorded WebEx, click here.
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How It Helps
Why This Integration Benefits You
Access the most important tools and applications from within one platform.
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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
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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: [email protected]
eMoney Advisor
Call: + 1 888 362-8482
Email: [email protected]
HiddenLevers
Call: + 1 404 941-8600
Email: [email protected]
eMoney Advisor
Visit: www.emoneyadvisor.com
Call: + 1 888 362-4612
Email: [email protected]