Distribution Teams can be set up under Distribution Channels to uniquely identify groups under the channel. They are a way to further segment the prospect/client base you target your products to. Each Distribution Team can be tracked under a different stage of the sales process (Prospect > Active > Terminated). Track the necessary details on your Distribution Teams, including aggregated information, contacts, and Activities such as emails, phone calls, and meetings.

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Where can I find Distribution Teams?

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

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What's in a Distribution Team?

Distribution Team Lifecycle

• Prospect
• Active
• Terminated

Distribution Team Details

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

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 🔑

Reference Panel

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

Activities

• Underlying Activities

Administrative

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

🔑 - Field is calculated, cannot be updated manually.

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