Innovation Partners to Leverage Envestnet | Yodlee’s Financial Wellness Solutions

Firm’s Advisors & End Clients can Harness Yodlee’s Personal Finance Applications to Obtain a Holistic Picture of Wealth, and Make Well-Informed Decisions to Improve Outcomes

CHICAGO—September 20, 2016—Envestnet, Inc. (NYSE: ENV) announces that Innovation Partners, LLC, a diversified financial services and consulting firm, has begun utilizing financial wellness solutions from Envestnet | Yodlee to provide a consistent wealth management experience for clients, and a holistic picture of every client’s wealth, via a single interactive portal.

Charlotte, NC-based Innovation Partners ( is a registered broker-dealer and investment advisory firm that delivers high-value risk management, actuarial analysis, financial consulting, benefits consulting, and other services to clients across the U.S. Its principals include investment professionals, attorneys, actuaries, and other experts who have over 200 years of combined financial and corporate experience.

“Envestnet’s ongoing integration with Yodlee ensures that every investor has the tools and data they need to make well-informed decisions that can lead to better outcomes,” said Bill Crager, President of Envestnet. “We look forward to working with Innovation Partners to meet the wealth management needs of all the firm’s clients.”

Through its partnership with Envestnet, Innovation Partners offers its advisors and end clients access to Yodlee’s financial wellness solutions through Envestnet’s Investor Suite. The firm’s clients will be able to aggregate personal finance data from all of their accounts into a single, easy-to-navigate dashboard enabling the client and their advisor to incorporate aggregated account data into goals-based financial plans as well as streamline the onboarding and account opening process.

“Our strategic relationship with Envestnet gives our clients the power to log into one place to obtain a complete picture of their wealth and take control of their financial lives,” said Yanique Elaine Lawrence, President and Co-Chief Compliance Officer of Innovation Partners. “The Envestnet Investor Suite and Yodlee financial wellness solutions allow us to engage with clients according to their preferences, while also stepping in to demonstrate value as necessary.”

About Envestnet
Envestnet, Inc. (NYSE: ENV) is a leading provider of unified wealth management technology and services to investment advisors. Our open-architecture platforms unify and fortify the wealth management process, delivering unparalleled flexibility, accuracy, performance, and value. Envestnet solutions enable the transformation of wealth management into a transparent, independent, objective, and fully-aligned standard of care, and empower advisors to deliver better outcomes.

Envestnet’s Advisor Suite® software empowers financial advisors to better manage client outcomes and strengthen their practices. Envestnet provides institutional-quality research and advanced portfolio solutions through our Portfolio Management Consultants group, Envestnet | PMC. Envestnet | Tamarac provides leading rebalancing, reporting, and practice management software.

Envestnet | Yodlee is a leading data aggregation and data analytics platform powering dynamic, cloud-based innovation for digital financial services. More than 1,000 companies, including 11 of the 20 largest U.S. banks and hundreds of Internet services companies, subscribe to the Envestnet | Yodlee platform to power personalized financial apps and services for millions of consumers. Envestnet | Yodlee solutions help transform the speed and delivery of financial innovation, improve digital customer experiences, and drive better outcomes for our clients and their customers.

For more information on Envestnet, please visit and follow @ENVintel (

Media Contact:
Dana Taormina
(973) 850-7305

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