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Transaction Insights

www.transactioninsights.com

 
Transaction Insights provides financial services and insurance firms a unique and powerful way to identify and navigate the changes in your markets - helping you stay ahead and focus on what matters most.
  • Number of Employees: 0-25
  • Annual Revenue: $0-1 Million

Executives

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4U Platform

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.