Role-Based Default Landing Pages in 4U Connect
We've updated the default landing page experience in 4U Connect to better align with how different teams use the platform — so you land exactly where your work begins.
What's New
Default landing pages in 4U Connect are now set by role:
Wealth Manager Home Office Users – Now land on the Approval Requests page by default, putting your most time-sensitive work front and center
Investment Company Home Office Users – Continue to land on the Content page, consistent with your primary workflow
Why It Matters
This update reduces the extra clicks needed to get to your most important tasks — so WM teams can jump straight into approvals and IC teams can stay focused on content management, right from the moment they log in.
Workflow Routing by Content Format
Workflow assignment rules now support Content Format as a routing condition, giving your team finer control over how different types of content are reviewed and approved.
What's New
When building workflow assignment rules, you can now route content based on its format:
Content Format as a Condition – Add Content Format (e.g., Factsheets, Presentations) as a routing rule to send specific content types to the right reviewers automatically
Flexible Rule Building – Combine Content Format with existing conditions like Partner firm or category for even more precise routing logic
Why It Matters
Different content formats may require specialized reviewers to ensure speed and quality. This enhancement enables Wealth Managers to automatically route content to the right reviewers—reducing manual effort and eliminating bottlenecks in the review process.
Your Partnership fuels our efforts. Please contact us at support@4uplatform.com with questions about current features or suggestions for future enhancements.