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

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Envestnet Institute On Campus Expands Reach & Offering

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Frank Coates IMCA Interview On The Client Relationship Process

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Envestnet Institute on Campus Adds Fiserv as Sponsor

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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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