f e a t u r i n g - emoney advisor...
TRANSCRIPT
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: [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]