4U Momentum Continues Adding Raymond James, Eaton Vance, Janus Henderson, As Platform Adopters

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Industry Adoption of 4U Furthers Ongoing Collaboration and Redefines Financial Ecosystem

“We have captured a rare moment - where an industry solution is on its way to providing industry standardization,” said Denise Wypiszenski, a founder and co-CEO of 4U.

4U Platform, the financial industry's first digital marketplace where the currency is engagement, announced industry leaders Raymond James, Eaton Vance and Janus Henderson have become adopters of its platform.

4U is an industry solution that goes beyond any one firm. The rapid adoption demonstrates how financial services firms have collaborated to create an innovation that has redefined the existing financial ecosystem, benefiting everyone. Recognized widely for not being built in a silo, it serves as an industry platform connecting all distribution firms with all investment companies.

“We have captured a rare moment - where an industry solution is on its way to providing industry standardization,” said Denise Wypiszenski, a founder and co-CEO of 4U. “We’ve worked with hundreds of individuals across multiple departments over the past four years to create 4U’s capabilities together. With this much comprehensiveness and customization, the collaboration really is the innovation. Together we create better.”

“In this age of digital connectivity, 4U and firms like ours recognize the importance of innovative, collaborative tools that enable us all in financial services – from wealth management firms to investment solutions firms – to work together efficiently in delivering content and support to advisors,” said Michele Dillon, vice president of Private Client Group Education & Practice Management at Raymond James. “Having worked on both the investment solutions side and the wealth management side, I recognize how innovative and valuable 4U’s platform is to continued collaboration in our industry. We’re excited to be an early partner in this endeavor and look forward to augmenting our robust suite of content and resources available for advisors.”

“We strive to find ways to ensure the best efficiency and engagement for our clients. The 4U platform is a simple, efficient tool which standardizes the process for approving marketing materials and making them accessible to our teams and their clients,” said Matt Witkos, President, Eaton Vance Distributors. “We applaud the 4U team for their innovation.”

“At Janus Henderson, we believe that the flow of ideas from our investment teams and portfolio specialists to our valued clients enables strong relationships based on trust and insight. We are pleased to partner with 4U to streamline the delivery of our award-winning thought leadership and professional development programs to advisors and their clients,” said John Ingram, Head of Advisor Distribution for Janus Henderson Investors.

4U continues to attract significant interest and early adoption by numerous firms, including a number of wirehouses, many independent wealth management firms, RIA platform providers and other investment product companies.

The platform provides advisor search tools for industry-wide third-party content creating a level-playing field for Investment Companies, while facilitating increased visibility for content across all platform partners. It also vastly improves advisors’ brand experience by making it easier for them to quickly and easily find exactly what they need from Investment Companies.

4U is on a mission to create a different solution with technology that supports and benefits everyone. 4U launched in June 2020 presenting a new industry solution for data and content sharing and engagement between Investment Companies and Wealth Management Firms.

About 4U Platform
Founded in 2015, 4U Platform is the financial industry's first and only real-time, cross-industry digital marketplace where the currency is engagement. Enabling direct communication and information to be shared between Investment Companies and Wealth Management firms, 4U delivers secure and compliant access to approved content and analytics.

4U’s industry-wide solution, transforms multiple, partner workstreams and delivers an innovative online, multimedia, management and measurement platform – where financial industry partners connect. 4U is built from the ground up, for firms of all sizes and as a many-to-many partner platform where everyone can effectively work one-to-one. Companies manage their end of the partnership on 4U in their own way, while still benefiting from the connectivity across all partners and delivery of valuable data to them. For more information visit https://www.4uplatform.com/.

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Fran Del Valle
Rally Point Media Strategies
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