Announced
Synopsis
Red Oak, a financial services compliance software, completed the acquisition of 4U Platform, a real-time, multimedia collaboration, management, and measurement platform. Financial terms were not disclosed. “By joining forces with Red Oak, we’re delivering a first-of-its-kind solution that streamlines compliance from review to distribution—giving firms greater efficiency, regulatory confidence, and an optimized experience for advisors and their work to support investors,” Denise Wypiszenski, 4U Platform Co-CEO.
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