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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...

AnalyticsNow with Jim Seuffert, Senior Partner

Transcript Wheelhouse Analytics is really doing a great job building the pathway to the future of wealth management, because of first of all our unique position in the marketplace, second of all our applications and then third of all people. I believe at Wheelhouse...

1,000 Trained Employees

The Money Management Institute eLearning Initiative Nears the 1,000 Trained Employees Mark   WASHINGTON, D.C., July 8, 2015 – The Money Management Institute (MMI), the national association representing the $4.1 trillion investment advisory solutions (IAS) and...

Power Users Tips and Tricks

We're often asked by our Admiral enterprise users about the different ways other users are getting the most out of Admiral and Builder. So we thought it would be really cool to provide helpful and useful tips and tricks direct from our clients' "power users". These...

Shops Read the Tea Leaves With Redemption Modeling

Fund firms are plunging deeper into tangled webs of data in an effort to build models that help forecast — and plan against — quarterly fund outflows. These sophisticated redemption "scenarios" represent a major step forward as companies seek a clearer budget picture...