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.
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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 behavioral 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.

Key Features

  • Content performance dashboards (views, downloads, prints, bookmarks)
  • Peer benchmarking across firms and asset managers
  • Follower reports and topic interest analysis at the advisor level
  • Exportable reports and Excel-ready data formats
  • Search trends and tag activity tracking

Ready to streamline your insights?

Experience the most trusted platform designed for the financial industry’s most rigorous standards.
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