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.
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 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.
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
- 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.
Our Industry-Leading Reputation
