The eLearning Platform Developed by Wheelhouse Analytics


A Practical Way to Learn

Content can be delivered in practical ways using audio, video, case studies, quick tests, self-assessments, FAQs, and glossaries.

A Unique Mix Of Content

Educational content in WheelhouseEd can come from multiple sources.

eLearning For The Industry

Secured web based application with an easy to use interface

A Complete eLearning Platform for Financial Services

Advanced options

Classes can vary in length allowing for the employees to learn at their own pace.


Get results

Share content while measuring use and feedback.

On the fly

Firms have the ability to add their own content, access content created by industry experts and service providers, or any combination of the above.

Continued learning

Access current and practical content provided by industry experts from across multiple disciplines.

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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