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

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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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