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.


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.


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


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


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


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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