Understanding the dashboard of a distribution partner
Particeep offers a dedicated space for distribution partners on its white-label subscription platform.
This distribution partner can be:
- a financial investment advisor
- a wealth management advisor
- a business provider
- any other third party having the right to offer your products to third parties or to make the subscription on behalf of third parties
The distributor partner area is an optional feature on your platform. To activate it on your platform, contact-us. (MAILTO SUPPORT)
The main functions of the distributor partner.
When the distributor logs into the platform, he accesses a dashboard with the following sections:
- Users: list of the distributor's customers,
- Products: list of operations that the distributor has the right to market,
- Transactions: list of subscriptions made by the distributor's customers and their status,
- Documents: list of documents shared by the distributor with its customers,
- Subscriptions: list of subscription forms signed or to be signed by the distributor's customers,
- Agreements: list of agreements or amendments to distributor agreements signed by the distributor.
Understand the dashboard sections
From his dashboard, the partner has several information on his commissions and on the activity of his clients.
He can also access the subscription platform by clicking on access the platform.
The commissions are displayed for information purposes and are not subject to payment within the platform.
Subscription fees
- Fixed fee: lump sum commission on each validated transaction
- Variable fee (%): variable amount of commission on each validated transaction
- Fixed fee amount: cumulative amount of fixed commissions
- Amount of variable costs: cumulative amount of variable costs
- Total amount of costs: cumulative amount of the sum of the fixed costs and the variable costs
A distribution partner has a commission of €50 and 1.5% on validated transactions. When the investor validates a transaction of € 50,000, the distributor will then receive a commission of €800 (i.e. €750 + €50).
Fees on outstanding
Outstanding charges are calculated on the basis of the total amount of validated transactions.
The basis of calculation:
- Transactions have not been canceled or redeemed,
- The amount of the transaction is not revalued.
The parameters of the charges on the outstanding:
- Departure date: start of application of the outstanding amounts
- Duration (in months): duration of application of charges on outstanding
- Number of outstanding periods (in months): frequency of calculation of outstanding charges. for example, 3 corresponds to a quarterly fee calculation frequency
- Fixed charge on outstanding: lump sum commission applied to each calculation of fees on outstanding
- Variable charge on the outstanding amount (%): variable amount of commission applied to each calculation of the outstanding charge
- Fixed fee amount on outstanding: cumulative amount of fixed commissions
- Amount of variable costs on outstanding: cumulative amount of variable costs
- Total amount of outstanding costs: cumulative amount of the sum of fixed costs and variable costs
Global statistics
The distribution partner follows in real-time:
- The number of validated transactions
- Pending transactions to be restarted
- The number of transactions he distributes
- The number of clients
Fee history
This is the monitoring of the evolution of commissions on outstanding receivables by the distributor partner