Wheelhouse Analytics Releases Admiral 2.0

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Wheelhouse Analytics, which develops innovative mobile software and software-as-a-service (SaaS) for the mutual fund and financial services industries, is pleased to announce it has released the second edition of Wheelhouse Admiral, its enterprise mobile sales and productivity app for the iPad.

Wheelhouse introduces in Admiral 2.0 an “easy mode” user interface that allows users to easily navigate the powerful functionality of Admiral directly from the home screen. In “easy mode” you will see today’s calendar of your upcoming scheduled meetings, as well as “quick launch” buttons that bring you straight to Admiral’s key features with one tap. Wheelhouse has also added a Message Center on the home screen. This feature allows Wheelhouse and its enterprise clients to post messages to their Admiral users.

Other new features include:

  • Salesforce.com users now have one-tap easy access to their Salesforce.com org
  • Easily access Discovery Data advisor profile information
  • Performance optimization and security enhancements

“We realized early on that a simple and easy to use interface was the key to keeping the mobile sales person engaged and focused on delivering a great meeting. Admiral 2.0 fulfills that. With minimum effort, it allows the sales person more time to engage with clients and less time doing admin work while recording every key metric about the meeting." – Todd Buck, President, Wheelhouse Analytics

ADMIRAL is a one-stop command center that models the best practices of the sales elite. Using our iPad app and online platform, Admiral provides structure, context, and tools to support the entire sales cycle – from meeting prep to presentation to meeting close, and everything in between. Integrating with key enterprise systems such as CRM means it’s never been easier to capture good information about what’s happening in the field.

About Wheelhouse Analytics

Wheelhouse Analytics was founded in 2010 by financial services industry experts Frank Coates and Todd Buck with the mission of helping investment management firms achieve “Distribution Excellence”. With over 100 years of combined experience, Wheelhouse provides online education, consulting and sales training, and innovative mobile tablet and software-as-a-service (SaaS) technology to the industry. Wheelhouse Analytics is located in West Chester, PA.

For more information, visit: http://wheelhouseanalytics.com/admiral.

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