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

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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. 

Learn more about products and services

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