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.
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