What's New with 4U?!

Stay at the forefront of innovation with our monthly "What's New with 4U" recurring series. These sessions provide an in-depth exploration of the latest features, updates, and enhancements within the 4U platform, ensuring users are well-informed and empowered to leverage the full potential of our evolving tools. This webinar is held the second Thursday of every month.

Register here.

New/Newer User Training

To facilitate a seamless onboarding experience, 4U conducts New User Training sessions twice a month. These sessions are tailored to equip new users with the essential knowledge and skills needed to navigate the platform, fostering a quick and smooth integration into our collaborative environment. We encourage you to join as many sessions as you like!

Register here.

Managing Your Content

Content management is a critical aspect of our platform, and our monthly Managing Content training sessions delve into best practices and advanced techniques for effective content organization, curation, and maintenance. Participants will gain valuable skills to optimize their content strategy and achieve their specific objectives within the 4U environment.

Register here.

4U Office Hours

Providing a platform for direct interaction, our monthly Office Hours sessions create opportunities for users to seek clarifications, share insights, and engage in open discussions with our experts. This forum enhances user support, ensuring that queries are promptly addressed and valuable feedback is incorporated into the ongoing development of the 4U platform.

Register here.

Bulk Upload of New Versions and New Content

Addressing efficiency and productivity, our monthly Bulk Upload Training sessions guide users through effective strategies for managing and uploading content in bulk. By mastering these techniques, participants can streamline their workflows and maximize the efficiency of content management within the 4U platform.

Register here.

4U Training for Investment Company Sales Teams

Advisors are using 4U to find your content, sales contacts, and calendar events. Do you know how to use 4U?
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- A demo of 4U Engage, including your view and the advisor view, to - 1) be in the know when an advisor asks you about 4U, and 2) bring a value-add idea to advisors.
- Best practices for quickly knowing what content is approved at each of your partner firms, and what the approval codes are.
- The value of 4U Engage usage analytics to drive engagement.
- Open Q&A.

4U Training for Investment Company Sales Teams: Meeting Recording

4U Engage Preparation and Q&A

Learn how to prepare your Company Settings and Content for the 4U Engage launch to position your Company in the best possible way for advisor engagement. These sessions will include a brief 4U Engage demo, a walk-through of preparing your Company Settings and Content for 4U Engage, and Q&A regarding these items.

4U Engage Preparation Training: Meeting Recording

Learn how to add content to the system, make content available to your Wealth Management Partners and manage your Approval Requests through the 4U Connect common app. Whether you are new to 4U Platform or have used it for some time, this webinar will get you up to speed and show you how to use the system in the most efficient way possible.

Investment Company Submitter Training: Meeting Recording

(You can also visit the Quick Start Guide for Submitters.)

A step-by-step walkthrough for getting your Company started. Learn how to add Users, manage permissions, and configure Company Settings.

Investment Company Administrators: Meeting Recording

(You can also visit the Quick Start Guide for Investment Company Admins.)