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Move compliant content from asset managers to advisors, with wealth firms in control.
Red Oak connects asset managers and wealth management firms in one distribution network. Asset managers submit approved content once to the firms they choose; each wealth firm clears it under its own rules before advisors can access it. Asset managers can then see how advisors engage.
A fund's approved fact sheet is sent to the network. Kelderwick Partners clears it under its firm rules, two other wealth firms review it and then clear it, it appears in an advisor's portal as shared, and an engagement chip comes back to the fund's piece because she follows Calder Wren. A path above the firm cards reads Partner portal: policies, contacts, calendar, with a two-way marker on contacts and on calendar.
HOW DISTRIBUTION WORKS
One piece of content, seen from both sides
Pick your side to walk through it step by step.
KNOW EACH FIRM'S RULES
See each firm's rules before you submit.
Every wealth management firm you work with publishes its guidelines, contacts, and calendar in its Partner portal. Your sales team signs in, sees what's current, and gets an email when the firm adds something.
The Kelderwick Partners Partner portal as a signed-in user at Calder Wren Distributors, Sales, sees it. The header carries Kelderwick's branding. The tabs are Resources, Contacts, and Calendar. Resources holds a Policies and guidelines category with the card Kelderwick Partners marketing review guidelines, tagged advertising, sales literature, and events. Contacts lists Paula Nash at Kelderwick Partners and Owen Hayes at Calder Wren Distributors, Sales. The calendar lists a Kelderwick Partners advisor summit on November 12 and a Calder Wren Distributors webinar, Core bond outlook, on December 3. Both sides list their own contacts and events. A toggle, Email me when Kelderwick adds content, is switched on.
SUBMIT ONCE, WITH YOUR RECORD
Submit once, to every firm you distribute through.
Send a piece from Advertising Review and your approval travels with it, along with the expiration date. One submission reaches every firm you choose.
Wealth manager? This is the investment company's side.
The Core Bond Fund quarterly fact sheet from Calder Wren Distributors, approved by Leah Vance, with its expiration date of December 31, is submitted once to every firm you choose.
TRACK STATUS AT EVERY FIRM
See where each piece stands, firm by firm.
Each firm reviews under its own rules. You see every decision in one place, with the comments the firm shares, and you fix what one firm asked for without restarting everywhere else.
ClearedIn reviewChanges requested
Status at every firm: Kelderwick Partners has cleared the piece, Harrowgate Wealth has it in review, and Pike & Rowe has requested changes.
REACH ADVISORS
Your content where advisors already look.
Once a firm clears a piece, its advisors find it in their Advisor portal, branded to you, next to your events and contacts. Advisors can follow you to stay current.
The Kelderwick Partners Advisor portal for Maya Chen, Denver branch. She follows Calder Wren. The Core Bond Fund quarterly fact sheet from Calder Wren Distributors is cleared by Kelderwick Partners. Beside it sit the event Webinar: Core bond outlook on December 3 and the contact Calder Wren Distributors, Sales.
SEE WHAT GETS USED
See which pieces advisors use, and where.
Views, downloads, and shares by piece, firm, and branch. Advisors who follow you appear by name; everyone else stays anonymous. Your wholesalers plan from what the field actually uses.
Wealth manager?
The engagement view Calder Wren Distributors has of the Core Bond Fund quarterly fact sheet. Maya Chen, Denver branch, Kelderwick Partners, is named because she follows Calder Wren, with her views, downloads, and shares. Another advisor who does not follow Calder Wren appears only as anonymous activity. A bar chart shows use by firm and branch without figures.
PUBLISH YOUR RULES
Give partners your rules before they send anything.
Publish your policies and guidelines, contacts, and calendar in one branded Partner portal. Investment company partners sign in, see what's current, and get an email when you add something.
The Kelderwick Partners Partner portal. The header carries Kelderwick's branding. The tabs are Resources, Contacts, and Calendar. Resources holds a Policies and guidelines category with the card Kelderwick Partners marketing review guidelines, tagged advertising, sales literature, and events. Contacts lists Paula Nash at Kelderwick Partners and Owen Hayes at Calder Wren Distributors, Sales. The calendar lists a Kelderwick Partners advisor summit on November 12 and a Calder Wren Distributors webinar, Core bond outlook, on December 3. Both sides list their own contacts and events. A toggle, Email partners when Kelderwick adds content, is switched on.
CONTENT ARRIVES WITH ITS RECORD
Third-party content arrives ready to review.
Each piece comes submitted under your guidelines, with the investment company's approval and expiration date attached, so reviewers don't rebuild context.
The Core Bond Fund quarterly fact sheet from Calder Wren Distributors arrives at Kelderwick Partners submitted under Kelderwick Partners guidelines, with its approval from Leah Vance and its expiration date of December 31 attached.
CLEAR IT YOUR WAY
Your rules decide the path.
Choose what your team reviews, what you accept for use, and what you approve automatically. Reviewers approve, reject, or request changes. Shared comments go to the investment company; internal notes stay with your team.
ReviewedAccepted for useApproved automatically
The Kelderwick Partners reviewer view of the Core Bond Fund quarterly fact sheet from Calder Wren Distributors. Kelderwick's rule for third-party fund material has three options, Reviewed, Accepted for use, and Approved automatically, and this piece is Reviewed. It is routed to Third-party fund review, Paula Nash, who can approve, request changes, or reject. Comments are split in two: one is shared with Calder Wren Distributors, and an internal note stays visible to the firm only.
ADVISORS SEE ONLY WHAT YOU CLEARED
Advisors find only what your firm has cleared.
Advisors search one portal by topic, format, and investment company, follow the partners they use, and see partner events and contacts in the same place.
The Kelderwick Partners Advisor portal for Maya Chen, Denver branch. A search for core bond is filtered by topic, format, and investment company, and she follows Calder Wren. Every result carries the line Cleared by Kelderwick Partners. Beside the results sit the event Webinar: Core bond outlook on December 3 and the contact Calder Wren Distributors, Sales.
EXPIRED PIECES LEAVE CIRCULATION
When a piece expires, it leaves circulation.
Every cleared piece runs under an expiration date. When the date passes, it drops out of the Advisor portal, so no one reaches for last quarter's version.
Asset manager?
In the Kelderwick Partners Advisor portal, the Core Bond Fund quarterly fact sheet is cleared by Kelderwick Partners and carries the expiration date December 31. When the date passes it dims, slides out of the portal, and leaves a neutral Expired pill.
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