4U Connect
Simplifying Content Submission and Approval Across Your Partner Network.
A scalable content submission and approval workflow between investment companies and wealth managers.
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 delivery and approval workflows?
Reduce Operational Friction
Eliminate duplicative submissions and inconsistent workflows.
Improve Compliance Oversight
Wealth Management Companies control which content is reviewed, accepted, or auto-approved–based on workflow rules.
Accelerate Time to Market
Get content in front of advisors faster by streamlining the review process.
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
- Single submission across multiple partners for investment companies
- Configurable workflows for each wealth manager
- Transparent tracking and status updates
- Automatic content expiration and audit-ready archives
Our Industry-Leading Reputation
