Complete Presentation Management

Builder is the Complete Tool for Managing Presentations on the Go. From Assets to Prototyping to Presenting and Sharing.

Document Management

Managing marketing material with Builder means you will always have access to the most up-to-date documents.

Better Planning

Think of Meeting Plans as virtual presentation books. Grouping different media types to build powerful presentations.

Superior Presentations

Showcase the Meeting Plans you have built, moving seamlessly from one media type to the next. The toolbar lets you add documents on the fly, email material and more.

Redefining The Why & How of Presentations


Advanced options

Add tags, categories and favorites to your documents so the right document is always at your fingertips.


Showcase your material

Entering presentation mode from a Meeting Plan lets you showcase your material.

On the fly

Access all of your Documents on the fly to easily answer questions, overcome objections or change the direction of the meeting.

Email documents

Email documents right from the presentation

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...
Read More

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)...
Read More

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...
Read More

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...
Read More

Wheelhouse Analytics is at the forefront of our industry. We are building the tools that will move the industry forward over the next decade. 

Learn more about products and services

Request A Demo