Distribution Teams may 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
Access Distribution Teams in two ways, first choose a Distribution Channel, then select Distribution Teams from the Related List Quick Links, or click Distribution Teams from the Menu. Use the List View view All or Recently Viewed Distribution Teams or use a view you or your firm created. To see the specific details of a Distribution Team, select the Distribution Team Name.
What's in a Distribution Team?
Team Highlights
- Total Market Value 🔑
- Number of Open Accounts 🔑
- InTouch Service Level
Related List Quick Links
- Investment Accounts
- Time/Expense
- Contacts
- Notes
- Files
Team Status
- Prospect
- Active
- Terminated
Team Menu
- Details
- Related
- Notes & Files
Team Information
- Distribution Team Name
- Distribution Channel
- Relationship Manager
- Total Market Value 🔑
- Number of Open Accounts 🔑
- Average Account Size 🔑
- Valuation Date 🔑
- Share of Channel 🔑
Activity
- Underlying Activities
Aggregated Information
- Accounts Opened, Accounts Closed, Contributions and Withdrawals for the following time periods:
- YTD 🔑
- Rolling 12M 🔑
- Inception to Date 🔑
🔑 - Field is calculated, cannot be updated manually.
