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Distribution Channels
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Distribution Channels provide you a way to segment Advisory Firm’s they are targeting their products to. If the Asset Manager is targeting a larger firm, Distribution Channel may be set up by Branch, whereas smaller firm’s that are being targeted may be setup as the firm itself, or by region. Each Distribution Channel can be in different stages of the sales process (Prospect → Active → Terminated).

Metrics are rolled up to the Distribution Channel to see if the relationship is healthy or not. This is very important when dealing with larger firms, and where to target selling your products next.

Distribution Channel is under the Company (Firm) object. Distribution Teams, Team Members and Investment Accounts are underlying records that can be linked to the Distribution Channel object.

Distribution Channels are a distinct segment of the Company that sells the Asset Management firm's investment products to their clients, such as AB Investment Firm. Each Distribution Channel can be tracked in different stages of the sales process (Prospect > Active> Terminated). Track the necessary details on your Distribution Channels, including aggregated information, contacts, Rep Codes, and Activities such as emails, phone calls, and meetings.


Where can I find Distribution Channels?

To access Distribution Channels, select Menu > Firms > Distribution Channels. You can choose to view All Distribution Channels, Active, Prospect, and Terminated Distribution Channels, or any views you or your firm create. To see the specific details of a Distribution Channel, select the Name.


What's in a Distribution Channel?

Channel Lifecycle

  • Mark the status of the Channel as Prospect, Active, or Terminated

Channel Menu

  • General
  • Pipeline
  • Due Diligence
  • Documents
  • Administrative
  • Related

Channel Details

  • Name
  • Firm
  • Relationship Manager
  • Primary Contact
  • Email 🔑
  • Business Phone 🔑
  • Mobile Phone 🔑
  • InTouch Service Level
  • Email Frequency 🔑
  • Conversation Frequency 🔑
  • Total Market Value 🔑
  • Number of Open Investor Accounts 🔑
  • Average Investor Account Size 🔑
  • Valuation Date 🔑
  • Share of Firm Assets 🔑

Additional Details

  • Channel AUM
  • Invested AUM
  • Committed AUM
  • Description

Last InTouch

  • Last Email 🔑
  • Last Conversation 🔑

Next InTouch

  • Next Email
  • Next conversation

Aggregated Information

  • Contributions, Withdrawals, Investor accounts Opened, and Investor Accounts Closed for the following periods:
  • YTD
  • Rolling 12M
  • Inception to Date

Time/Expense

  • Time/Expense gives you an overview of the Time/Expense for the Distribution Channel as determined by durations entered on Activities.

Reference Panel

  • Contacts
  • Distribution teams
  • Investor Accounts
  • Strategies
  • Products
  • Contributions
  • Withdrawals
  • Time/Expense

Rep Codes

  • Track multiple Rep Codes with Fee Schedules and Start and End Dates

Pipeline

  • Track Leads and Opportunities for your Distribution Channel

Due Diligence

Documents

  • Upload and reference documents related to the Distribution Channel

Administrative

  • Created On 🔑
  • Created By 🔑
  • Modified On 🔑
  • Modified By 🔑
  • Owner
  • Include in Rollup (Yes/No)
  • Currency

Activities

  • Underlying Activities

🔑 - Field is calculated, cannot be updated manually.

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