CHICAGO, Sept. 20, 2016 /PRNewswire/ -- 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 (http://www.innovationpartnersllc.com) 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
www.envestnet.com and follow @ENVintel
(https://twitter.com/envintel).
Media Contact:
Dana Taormina
JConnelly
(973) 850-7305
dtaormina@jconnelly.com
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SOURCE Envestnet, Inc.