Tools & Technology
NAPAFIRMPARTNERS
East Windsor, CT • eachenterprise.com
Radnor, PA • emoneyadvisor.com
EACH Enterprise, LLC
eMoney Advisor
Key Contact(s)
Key Contact(s)
Eric Henon 860.254.5046 • ehenon@eachenterprise.com Mary Kay Leydon 267.573.3153 • mkleydon@eachenterprise.com Kate Connole 860.254.5042 • kconnole@eachenterprise.com
Firm Profile In Business Since: 2007 EACH Enterprise helps client firms establish and maintain a clear position in target markets with coordinated marketing initiatives involving meeting planning, research, reporting, advocacy, news release, social media, public speaking, and campaign management services. Our services are tailored to meet each client’s specific needs and focus on serving the institutional retirement plans and financial well-being market.
Product / Service Category Other
Product / Service Description Meeting planning, Research, reporting, advocacy, news release, social media, public speaking. EACH Enterprise manages several programs for the retirement plans, financial well-being, and human capital management / payroll sector including the Retirement Advisor Council, the Retirement Plan Services Roundtable, the Conversion / Implementation Team Leader Roundtable, the Coalition for Payroll Excellence, and FinLitFuture$.
Rose McWilliams 888.362.4612 • rmcwilliams@emoneyadvisor.com Conor Dotson 888.362.4612 • cdotson@emoneyadvisor.com Blake Bradshaw 888.362.4612 • bbradshaw@emoneyadvisor.com
Firm Profile In Business Since: 2000 eMoney Advisor, LLC (“eMoney”) provides technology solutions and services that help people talk about money. Rooted in holistic financial planning, eMoney solutions strengthen client relationships, streamline business operations, enhance business development, and drive overall growth. More than 106,000 financial professionals across firms of all sizes use the eMoney platform to serve more than 5.8 million households throughout the U.S.
Product / Service Category Software
Product / Service Description eMoney Advisor provides comprehensive goals-based and cash flow planning tools that unlock the full potential of your clients’ financial journeys and effortlessly handle complexity, ensuring you stay ahead of evolving client needs. Product Offering Overview: • eMoney Plus: a streamlined, goals-based planning solution for building more planning relationships and delivering more plans to more clients. • eMoney Pro: The most comprehensive cash flow-based financial planning solution for addressing clients’ most complex planning needs. • eMoney Premier: Goals-based and cash flow planning solutions in a single platform that enables planning for all clients regardless of financial situations.
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NAPABLACKBOOK2023