4U Connect

Simplifying Content Submission and Approval Across Your Partner Network.

A scalable content submission and approval workflow between investment companies and wealth managers.
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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 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.

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

Ready to streamline your content submission and approval?

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