You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Distribution Teams
print icon

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.


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.


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.

Related

Feedback
0 out of 0 found this helpful

Salentica can be customized by your System Administrator, so your views & access may differ from this documentation. Please contact your System Administrator with specific questions.

scroll to top icon