Distribution Analytics

Deal Management, Intermediary Oversight, and Business Planning Application

Powerful Analytics

See analytics broken out by key factors including partner, program, product, territory and more.

Comprehensive Deal Management

Easy-to-access executive summaries of contracts with associated fees and financial terms.

Intermediary Oversight

Track the agreement approval process, internal discussions, activities, tasks and more.
Powerful Tools. Unprecedented Insight.

The Total Picture

The complete counterparty picture including deals, oversight, analytics, and more.


Set tasks

Set sales and activity goals by territory, key accounts, and management.


Allows for teamwork among externals, internals, and management when setting goals.

Realistic Insights

Gain realistic insight into sales and activity performance using BPA dashboards.

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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