The investment companies that you work with – Mutual Funds, ETFs, Annuity and Insurance companies, SMA managers – are valuable partners to your practice. We know you lean on your investment company sales teams and their website logins for fact sheets, product information, client presentations, and practice management resources. We also have a feeling that you might just have a legal pad list or stack of sticky notes with all those different partner page logins!
Here's where 4U comes in!
The valuable content that used to be available only by reaching out to your sales team or wholesaler, or by logging into each individual company’s advisor website is now available through a single sign-on in 4U.
Even better…
If you are looking for specific content, you can now search across all your partners. For example, if you want to see which of your partners has a client-approved Retirement Planning presentation you can use the filters to search for “Presentations/Seminars” on "Retirement" and find them all in one place instead of reaching out to multiple contacts.
