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.
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The Total Picture

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

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Set tasks

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

Teamwork

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

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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