4U Analytics
Insights That Drive Smarter Engagement and Stronger Partnerships.
Real-time insight into what content is working, who’s using it, and where opportunities exist.
24/7 Support
<1 Hour Average Help
Ticket Resolution
>99.9% Uptime
Continuous Enhancements with Zero Downtime
24/7 Support
<1 Hour Average Help
Ticket Resolution
>99.9% Uptime
Continuous Enhancements with Zero Downtime
Why choose Red Oak’s 4U for your content and engagement analytics platform?
Make Data-Backed Decisions
Stop guessing. Start optimizing with hard engagement data.
Prove Content ROI
Track views, downloads, shares, and advisor follow patterns.
Strengthen Partner Collaboration
Share insights to improve alignment with wealth management partners.
Trusted by 2,000+ Firms Globally
Partner to Over Half of the Top 20 Asset Managers
84 NPS Score—Setting the Standard for Client Satisfaction
Key Features
- Advisor-friendly content search and filtering
- Company “follow” and bookmarking functions
- Integrated calendar of events and webinars
- Access to over 300 investment company partners and 30,000+ pieces of approved content
- Seamless desktop integration for wealth management firms
Our Industry-Leading Reputation
