Admiral Sales Application Tracking

One-Stop Sales Command Center

More Meetings

Handling multiple clients with unique and specific needs is difficult for even the most well-organized sales pro. With moving targets like scheduling and changes in a Meeting Plan, keeping it all on course can be a serious brain teaser.

Better Marketing

Managing marketing material with Admiral means you will always have access to the most up-to-date documents, and grouping those documents into a powerful plan for a meeting has never been easier.

Tasks

Admiral task management lets you keep on top of all of your pre and post meeting to-dos making sure that you follow through on everything that you promised, and nothing falls through the cracks.

Admiral is the “Bridge” to operate.

Meetings

Keep meetings organized in an  easy-to-review list format, with separate lists available for future and past meetings.

Marketing

Always have access to the most current materials including multiple media types; PDF, video, weblinks, excel and more.

Tasks

Manage all of these tasks in one easy to use list that syncs to your CRM task list.

Enterprise

Admiral will turn your sales force into a standards driven powerhouse – consistently implementing proven industry best practices. Fully integrate with CRM and your marketing content database.

News, Analysis, Blogs, Press Releases

Envestnet Acquires Wheelhouse Analytics

CHICAGO, Oct. 10, 2016 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced today that it has acquired Wheelhouse Analytics LLC, a technology company that provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset...
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Envestnet Institute On Campus Expands Reach & Offering

09/07/2016 Program to Train and Position Students for Wealth Management Careers Adds Seven Participating Universities, Growing Number of Schools by Nearly 100%, and Launches Résumé & Internship Hub Chicago, IL (PRWEB) September 07, 2016 Envestnet, Inc. (NYSE: ENV)...
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Frank Coates IMCA Interview On The Client Relationship Process

 “The core of our business is the relationship between you and your client,” says Frank Coates, CFA®, of Wheelhouse Analytics.  Coates explains how deepening these relationships can give you the tools to provide the best solutions for clients’ real needs.  This video...
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Envestnet Institute on Campus Adds Fiserv as Sponsor

Live-Streaming Webinars & Learning Modules for Women Seeking Wealth-Management Career Guidance will be Developed for Use at an Estimated 20 Universities During the Fall Semester Philadelphia, PA (PRWEB) May 17, 2016 - Envestnet, Inc. (NYSE: ENV) and Wheelhouse...
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Wheelhouse Analytics is at the forefront of our industry. We are building the tools that will move the industry forward over the next decade. 

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