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MyPortfolio, EMS Agents can access the unique reports they need anytime, anywhere. All you need is an internet
connection to access this secure online portal. We’ll explore this tool deeper in the next section.

Portfolio Management
A complete portfolio management solution provides unique insights into your merchant portfolio and can help you
identify critical opportunities to mitigate attrition, determine profitability, and proactively manage your accounts. EMS
Agents have the opportunity to access one of the most innovative Agent portfolio management solutions in the industry,
MyPortfolio. MyPortfolio is an intuitive portfolio management system, housed completely online. It is designed to help
you complete many essential tasks and track all the information you need to help you grow your business. Here are some
of the things you can accomplish with MyPortfolio:
• Complete applications online (using DocuSign) with an API that integrates to your CRM.
• Create and manage a hierarchy structure for sub-agents.
• Easily access the most current paperwork and deal requirements.
• Monitor and analyze detailed reports on your residual payments.
• Obtain and process everything you need to close deals quickly and securely.
• Access real-time deal tracking from anywhere with an internet connection.
To learn more about our deal process and the ways MyPortfolio can serve your business, http://www.greensheet.com/
Electronic-Merchant-Systems/node=displayFeaturedContent&action=141.
More Than Just Talk

If your current provider is falling short on any of their service promises or if you’re not feeling challenged in your current
role, maybe it’s time to consider a change. As you evaluate processing relationships, review each provider’s products and
services. How would you rate each prospective partner on the deliverables above? Ideally, your partner will not only meet
your needs today but anticipate your needs tomorrow. In this ever-changing industry, Electronic Merchant Systems offers
everything you need and more. As the industry advances, we strive to meet your needs and help you grow your merchant
portfolio.

At Electronic Merchant Systems, we believe a service promise should be more than the same old laundry list you’ve seen
from other processors. We are committed to your success because our success as an organization begins with you. In this
series, we’ll explore the most important criteria to look for in a processor partner and how each one can help you grow
and scale.

Custom pages on our high-traffic website
showcasing your company’s unique message

• Your own, customized News from the Wire that
highlights stories about your company

• Featured content: updated monthly, either by
your in-house writers or by one of ours

• Custom infographics and videos
• Premier content placement in each issue of

The Green Sheet
• And so much more...
Advertising@greensheet.com

707-284-1693