News happens fast
When events happen in the markets, economy, politics or the world, your clients want to know how the latest news might impact their ability to reach their financial goals. 4U allows you to quickly review your partners' point of view on a timely topic so you're informed and ready to take on your clients' questions.
Quickly review timely insights from companies you follow
You can filter for Industry Insights or Market Outlook or even search for specific terms such as "inflation", "election" or "war".
You can further refine your results to only show the companies you follow or from a specific company. You can also use "sort by" to order results by the most recent, the most relevant or the most popular.
Remember - you can create a link to share any client-approved content directly with your client using the "share" icon!