Wealth Manager as Content Provider

Centralize Your Voice, Empower Your Advisors

Allow Wealth Managers to share content, contact, and calendar invites with Investment Company Partners and/or internal audiences, and generate dynamic campaigns from all available materials.
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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 Wealth Manager distribution and collaboration engine?

Eliminate Content Chaos

Internal associates and Investment Company partners have one place to find the content they need.

Drive Strategic Focus

Spotlight initiatives, events, and campaigns that support firm priorities.

Strengthen Brand Consistency

Ensure the right message is delivered in the right way—across all channels and teams.

Key Features

  • The my company page is branded home for your firm’s proprietary content and contacts.
  • The partner portal gives investment companies access to your policies, upcoming events, and campaign materials.
  • Role-based access control shows different content to different audiences—down to the firm or user level.
  • The campaign hub organizes content around key initiatives or time-sensitive priorities.

Ready to empower your wealth managers?

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