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Distribution Teams
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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


  • Underlying Activities


  • 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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