What is the Cloud Advisor Platform?

It’s much like the Felix the Cat “Bag of Tricks”. What you need to do your work, is inside it, just look

You may remember “Whenever he gets in a fix, he reaches into his bag of tricks”.

Its Everything You Need: VIRTUALLYBrick and Mortar Cloud Advisor Platform

Marketing Drive to Website to Call or Email. Drive to Website, Schedule Appointments, Ad-Hoc Video Communication.

Engaging Prospects Share Static Reports and Studies to reinforce reasons to call or write.

Use Interactive tools to engage, entertain and educate. Gathering information to personalize experience.

Convert Prospects to Clients/Customers

Phone Calls and Emails to encourage initial consultation.

Website interface provides easy to use calendar appointment scheduling, for a video conference meeting.

Fact Finding and Presentations

Pens, Pencils and Paper. Office Meetings and Conference Rooms.

Online Forms, Screen Sharing, File Sharing, Screen Shots, Video Conferencing with Recording and File Storage in Cloud.

Executing Business Signing Documents, in Triplicate Use Docusign to Sign and Authenticate

Customer Relations Emails and Newsletters Ustream Interviews, Social Media Promotions, Twitter and Latest Tools for Reinforcing Value

What is the Cloud?

A lot of hype but is there any REAL benefits?

The Cloud – What is it?

What is the Cloud? The Cloud is a system of interconnected computers to provide immense elasticity of use. The benefit is such that as demands of the users increase and decrease, there is no deterioration of services or quality. It gained popularity in the business world as Amazon released their Amazon Web Services. In short, Amazon needed huge computer capacity to meet the demands of shoppers during the Holiday season. But then the rest of the year the capacity was idle, so they made it available to those willing to use it as remote computers. It allows software developers to spin up a variety programming applications in formally only available to local servers to each company.

The Cloud – Where is It?

Where is the Cloud? The Cloud is not just a single entity. There are a large number of Clouds. Amazon has a Cloud and Microsoft has a Cloud but there are many more companies that provide cloud solutions. The Cloud Advisor Platform uses the Microsoft Cloud called Azure. Azure is not just in Redmond, WA (Microsoft Headquarters), it has servers all around the world. This is very important to cloud solutions. Having clouds located in many geographical locations maintains the quality of services to users located around the world. So software services can be installed in a single location and then spun up as needed not just in one location but in the closest available cloud outlet to the demand. Meanwhile the services will be decreased in the other geographical locations.

The Cloud – How is it Changing the World?

The Cloud is reminiscent of the earlier generation of the Mainframe era (back before the PC). Where a very large computer severed the needs many users (communicating through terminals). Then PCs changed the world and intranets (LANs and WANs) changed the businesses that used them. Then the internet connected all PCs to a network of servers that initially served up HTML pages. Now the internet has provided a connectivity to very large computing power (otherwise know as a Cloud). The Cloud provides large resources that can be consumed at-will. Now software developers can design and build software that is hosted in an environment with the capacity and power only available to very large and well funded companies. Essentially the Cloud provides a fertile ground for bright ideas unconstrained by financial limitations. The world gets access to the best not the best funded

Then Now

What is Web RTC (Real Time Communication)?

Video Conferencing Can and Should be Anywhere and Everywhere

The Telephone Conversation is just too Analog

What Can you Do with Web RTC and the Cloud Advisor Platform?

The Cloud Advisor Platform is integrated with Web RTC Innovators. Chances are it provides more than you have doing business in your office

1. One Touch Video Calling

2. Video Conferencing

3. Screen and File Sharing

4. Text Chat

5. Data Channel

6. Recording

7. High Definition Video

8. User Authentication

9. Wide Band Audio

10.Drawing

11.Snap Shot

12.Presence

No Plugins

No Software

No Flash

No Silverlight

Just your HTML 5 compliant Browser

Become More Efficient that Ever. Use Technology not Lose To Technology

Technology Solutions have encroached on your Financial or Investment Management Business. But they doesn’t have something you do: EXPERIENCE. Let the Cloud Advisor Platform Empower You to Be Better than You ever Imagined.

Instant Communication

Relationship Creation

Meeting with Surgical Precision

Move from Appointment to Appointment in Seconds

Collaborating with Colleagues with Ease

Ever wondered why Skype, GotoMeeting or WebEx isn’t used all the time?They are not Pervasive! The Cloud Advisor Platform puts Real-Time Communication everywhere, anytime for your benefit

What type of user are you?

The Cloud Advisory Technology is a communication platform to help you provide sales and services activities using the internet. Today you drive to potential customers or they drive to you; expensive and time consuming. However using the cloud to communicate, share information and execute sales transaction without ever leaving home

3 Use Cases

Financial Service Advisor Investment Management Firm

Financial Planning Firm

The primary focus of this user is to provide consultative services in order to provide advice and conduct product sales.

Examples include:1. Insurance Agent2. Registered Representative of

a Broker Dealer

This firm specializes in the management of money. They provide a variety of management styles.

Many firms have their assets brought to them by “asset gathers”, while other deal directly with customers who are typically High Net Worth.

This firm provides detailed intake analysis and resulting proposals. The proposals will most likely include a recommendation for 3rd party money management.

Current business models use platforms like Envestnet or Placemark to select money managers.

Learn More… Learn More… Learn More…

3 Use Cases

Revenue Producer

• Sale of financial products

Marketing

• Promotion of Product Benefits

Business Activities

• Gather Interest• Product Presentation• Complete Application

Revenue Producer

• Assets Under Management Fees

Marketing• Promotion of Returns• Promotion of Risk Management

Business Activities

• Collect Investor Interest• Engage in Suitability• Open Account

Revenue Producer

• Sale of Financial Products• Sale of Financial Planning Related

Services• Collect Assets Under Management

Fees

Marketing

• Promotion of Product Benefits• Promotion of the Unique, Valued

Added Financial Planning Services

Business Activities

• Convert and Engage Interest• Product Presentation• Complete Application

Financial Service Advisor

Investment Management Firm Financial Planning Firm

Using the Cloud Advisor Platform as your Business

Workflow

From the prospective customer to long-term client.

Using the Cloud Platform

Market your products and services anywhere on the internet you are licensed. Web Marketing is highly efficient and cost effective

Provide Engaging and Interactive Pages Use Custom Tools for Creating Needs and Urgency

Convert Interest to Engagement Calendar Scheduling for Appointments

Instantaneous Video Conferencing and Screen Sharing

Prepare and Sign Applications Online Use DocuSign to Perform Online Signing

Use Adobe Forms Central as Application Library for Product Sales (Annuity Applications, etc.)

Maintain Relationships Use Integration with Facebook and Emailing with links to Embedded Videos and Information

Use Facebook “Likes” to spread the word of your Tools and Products

Cloud Marketing

Use Target Marketing like not available with conventional marketing

Real Time feedback on click and page views

Use Social Media Google Adwords

Microsoft Ad Center

Facebook Advertising

Twitter Advertising

LinkedIn Ads

The key to marketing in the cloud is promoting the tools to engage surfers after they click

Cloud Engagement – After The Click

The 3 E’s: Engage, Entertain and EducateUse User Interfaces and User Experiences to Engage the

Visitor

User Gamification to Challenge Visitors with Tests and Games

Use Videos and Video Conferencing

Provide Ustream interviews with live Q&A

The key to Engagement is to show the visitor you have something for them to learn

Cloud Conversion

Use Workflow Strategies to take turn a Visitor to a Prospect

Use Wizards and Processes to Collect Information and Schedule Video Conferences

Provide Various Examples of Satisfied Customers to Help them see the Finish Line Video Interviews with Satisfied Customers

Possible Paperwork for Completion

Eliminate All Concerns or Questions that will Cause the Prospect to Halt their Engagement

The key to Conversion is to remove any apprehension about moving forward

Cloud Execution

KISS – Keep It Simple StupidUse Adobe Forms Central to Host Account Applications and

Paperwork

Use File Sharing to Assist Customers to Fill Out Paperwork

Use Screen Sharing to provide Disclosures

Use DocuSign to Sign the Documents

Use Video Conferencing to Record the Entire Meeting

The key to Execution is Holding the Client’s Hand, VIRTUALLY

Cloud Customer Relations

Stay In Touch Use Ustream for Scheduled Interviews and

Webinars

Use Facebook to Share Latest Developments about the Subject Matter

Use Twitter for Real Time Announcements

Drive Customers Back to your Site for Additional Information

Stay in Touch

Engage

Convert

Execute

The key to Customer Relations – Wash, Rinse, Repeat

Portfolio Management in the Cloud

Making Everything More Simple and Accessible for Investors

Portfolio Management in the Cloud

•Develop Securities Universe•Develop Asset Class Universe

•Develop Portfolio Models•Monitor Portfolio Models •Asset Reallocation•Automated Asset Class Rebalancing•Proactive Transparency™•Communicate Portfolio Changes in Real-Time

•Custody Assets•Provide Trading API•Provide Customer Account API

•Provide Account Billing for Advisory Fees

•Opening Accounts•Communication•Performance Reporting

Investors Brokerage Firms

SecuritiesPortfolio Managers

It’s as Easy as 1 2 3Shop

Models

Select Model

Model Updates

1. Select Portfolio Model

2. Pair the Account to the Portfolio Model

3. Receive Rebalancing Notifications and Portfolio Modification Notices

Selecting a Portfolio Model

1.Determine an Asset Allocation

2.Sort, Search and Review Models and Managers

3.Connect with Managers with Questions or Concerns

Pairing Account to a Model

1.Determine an Asset Allocation

2.Select the Model and Viola => Paired

Portfolio Management Made Simple

1. Asset Allocation

2. Set Guardrails for Rebalancing

3. Select Securities and their Allocation with the Asset Class

4. Explain the Reason for the Modification

5. Deploy

6. The Platform takes care of the Rest

Proactive Transparency™

Utilizing the Cloud Advisory Platform provides you the means to integrate this process into the portfolio management. Not only does it send custom emails to clients when portfolio modifications occur, but it also creates Tweets and Facebook posts. The beauty of this communication is that they can be stored in a library for those evaluating portfolio model managers. I call the appraisal of the character of the investment manager as the 3rd dimension of performance. Character is the only true way to understand the future behavior of the manager

I encourage you to take a look at what I have created and how it can help you meet the changing needs of American retirees. To learn more, visit http://w3investmentadvisors.com

Automated Portfolio Model Monitoring and Trade Calculations => Monitoring

1. Automated Portfolio Monitoring means Models are always within Constraints

Automated Portfolio Model Monitoring and Trade Calculations => Executions

1. API Integration means Platform Access to Account Positions

2. API Integration means Access to Execute Trades INSTANTLY!

If you like what you see, schedule a demo ASAP. We look forward to sharing the

details with you!

Call me today: Mitch Maynard 818-370-7446