Red Oak and MirrorWeb are combining. Read the press release | What it means for you

We are combining with MirrorWeb. Learn more

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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Red Oak and MirrorWeb

Red Oak and MirrorWeb are combining

Red Oak and MirrorWeb are combining to deliver one platform for governing the full regulated communication lifecycle — from content creation and review through distribution, supervision, archiving, and the analytics that turn a complete record into a clear picture of how your firm communicates, complies, and grows.

Nothing changes for your team today. Your platform, your contacts, and your support stay as they are.

Read the press release
What this means for clients