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Born from the collaborative efforts of financial services industry insiders and innovative technology partners, 4U offers a breakthrough solution for modernizing and optimizing the important cross-industry partnership between investment companies (ICs) and wealth management firms (WMFs). Through it`s two key platform components, 4U provides a secure, user-friendly, digital workspace that connects multiple partners to streamline collaborative workflow and drive business growth by getting approved - and compliant - resources into the hands of those who need it - when and how they want it. Whether you`re an IC with great content, tools and resources -- or a WMF eager to put them to use -- 4U`s multimedia collaboration, management and measurement technology will transform your most important partner relationships.
Industrial Alliance is a Canadian insurance company with a diversified business ranging from wealth management to group pensions.
Trust Company of Illinois is a Downers Grove, IL-based company in the Financial Services sector.
Northwood Stephens Private Counsel is a North York, ON-based company in the Financial Services sector.
Griffin Funding is in the business of helping active-duty military and veterans achieve and maintain the American dream of homeownership. NMLS Lic. # 1120111