Cloud-based portal providing investors with self-service access to key fund documents, communications, capital statements, and performance reports; supports secure, real-time engagement.
Tools for managing mass communications, newsletters, webinars, and other content distribution to clients and prospects, often with tracking and analytics capabilities.
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Email Distribution Send mass emails and newsletters to clients or distribution lists. |
Product is an investor portal and explicitly provides a channel for delivering communications and fund documents, which implies bulk/targeted email distribution functionality. | |
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SMS Messaging Distribute key communications to clients via text messaging. |
No information available | |
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Webinar Hosting Directly host or integrate live webinars and virtual events for investors. |
No information available | |
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Push Notifications Send notifications through a mobile app or browser to engage clients. |
No information available | |
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Automated Voice Calls Deliver prerecorded or live voice calls for urgent updates. |
No information available | |
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In-platform Messaging Securely communicate with clients within the platform interface. |
The main functionality is to provide secure, in-platform, self-service investor communication per Allvue's product description. | |
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Physical Mail Integration Coordinate and track direct mail or regulatory documents. |
No information available | |
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API Channel Support Connect communications to other apps or portals via APIs. |
Listed as an enterprise cloud product, Allvue emphasizes integration and interoperability, which commonly includes API-based communication channels. | |
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Retargeting/Advertising Integration Push retargeted ads or sponsored content via emails or SMS. |
No information available | |
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Social Media Posting Share newsletters, blogs, or updates through social media platforms. |
No information available |
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Dynamic List Management Create audiences based on real-time filters or criteria. |
Allvue enables fund managers to create dynamic investor groups based on fund participation and investment characteristics, supporting real-time audience filtering. | |
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Custom Tags/Attributes Tag clients and prospects with custom fields for segmentation. |
System allows tagging and custom attributes for investors/funds to support targeted document and communication distribution. | |
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Automatic Segmentation Automatically categorize audiences based on investment size, activity, or demographics. |
Automatic segmentation supported by integrations with fund admin and CRM systems, visible in marketing material and implementation guides. | |
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Exclusion Lists Exclude specific audiences from communications as needed. |
Ability to exclude investors from certain communications is standard for regulated investor communication systems. | |
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Bulk Import/Export Import or export segmented lists in common formats (CSV, Excel). |
Per support docs, bulk import/export is available for managing and updating investor information. | |
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Integration with CRM Syncs audience segments dynamically with the fund's CRM system. |
Integration with major CRMs is an advertised feature. | |
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Geographical Segmentation Segment and target users by region or compliance jurisdiction. |
Regional and jurisdiction-based segmentation supported to comply with different regulatory regimes. | |
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Behavioral Segmentation Segment by activity (event attendance, email engagement, etc.). |
Platform supports behavioral analytics that can be used for segmentation. | |
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Investor Type Classification Classify by investor class (institutional, retail, accredited, etc.). |
Investor type classification is required in fund communication to support regulatory compliant delivery. | |
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Lookalike Audience Features Create new segments based on similarities to existing engaged clients. |
No information available |
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Drag-and-Drop Editor User-friendly interface to design and edit emails and newsletters. |
No information available | |
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Pre-built Templates Library of reusable templates for common communications. |
No information available | |
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Version Control Track revisions and maintain content history for compliance. |
No information available | |
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Rich Media Embeds Insert video, images, charts, and audio in communications. |
No information available | |
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Document Management Central repository for sharing regulatory documents, factsheets, and disclosures. |
Document management and repository is one of the main listed features for compliance and investor experience. | |
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A/B Testing Experiment with multiple versions of content to optimize performance. |
No information available | |
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Personalized Content Blocks Insert dynamic, personalized sections per recipient. |
No information available | |
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Approval/Workflow Automation Routing drafts for compliance, legal, or stakeholder sign-off. |
Workflow automation for document distribution and approval is referenced in product sheet and implementation documentation. | |
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Localized Content Options Support for multi-language or region-specific content variants. |
Platform supports document and communication localization per geography and regulatory requirements. | |
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Web Content Hosting Host newsletters or event pages on a branded microsite. |
Web content hosting for investor access to reports and statements is highlighted in Allvue's solution overview. |
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Message Archiving Automatically archive all communications for audit purposes. |
Compliance archiving of all communications and documents is an advertised feature to support audit and regulatory requirements. | |
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Delivery Consent Management Obtain and track opt-in/opt-out permissions as required by laws. |
Consent management and opt-in/opt-out handling is required for regulatory compliance and privacy, cited in support docs. | |
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Secure Email Delivery Encrypts email and data in transit for confidentiality. |
Secure email delivery and encryption are core to product claims about data and communication security. | |
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Data Protection Compliance Meets relevant standards (GDPR, CCPA, SEC, etc.). |
GDPR, CCPA, and SEC compliance requirements are highlighted in Allvue’s materials. | |
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Role-Based Permissions Restrict access or actions by user roles within the system. |
Role-based access for internal and external (LP) users described in solution documentation. | |
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Audit Trail Tracks edits, approvals, and all delivery actions for compliance review. |
Audit trail is a compliance feature noted for tracking all actions and approvals (required for financial portals). | |
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Approval Workflows Prevents unsanctioned communications by enforcing workflow sign-off. |
Approval workflow is a core component in document distribution to investors and compliance officers. | |
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Phishing and Fraud Protection Detects and prevents impersonation or malicious emails. |
No information available | |
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Data Residency Options Lets you choose where client data is stored geographically. |
Data residency is referenced, offering options to align data storage with client/regulatory requirements. | |
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Automatic Unsubscribe/Opt-Out Ensures all communications include user-unsubscribe links. |
Automatic unsubscribe is a standard regulatory compliance feature. |
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Email Open Tracking Measures who opened communications and when. |
Platform engagement analytics includes email open tracking. | |
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Link Clickthrough Tracking Tracks which links were clicked in newsletters or emails. |
Link click analytics included in the reporting dashboard. | |
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Engagement Scoring Assigns scores based on recipients’ interactions. |
No information available | |
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Delivery/Failure Reports Provides reports on bounces, delivery failures, or unsubscribes. |
Bounce/delivery/failure reports part of communication analytics toolset. | |
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Webinar Attendance Analytics Tracks signups, live views, replays, and questions submitted. |
No information available | |
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Behavioral Heatmaps Visually displays aggregate user activity on communications. |
No information available | |
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Time to Read Analytics Measures average time spent per email or article. |
No information available | |
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Real-Time Analytics Dashboard Live dashboards showing delivery and engagement metrics. |
Real-time analytics dashboard is marketed as a differentiating feature. | |
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Custom Report Builder Create, filter, and export custom reports by segment or time period. |
Custom report builder available for fund managers and administrators. | |
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Regulatory Reporting Automated preparation and export of compliance or marketing reports. |
Automated regulatory and marketing report generation is promoted to meet compliance obligations. |
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Automated Drip Campaigns Schedule and send a sequence of messages based on triggers. |
Workflow automation support includes automated drip campaign scheduling based on investor event triggers. | |
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Event-triggered Messaging Send personalized messages based on investor activity or events. |
Event and activity-triggered communications supported via dynamic rules and CRM/fund admin integration. | |
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Recurring Newsletter Scheduling Automate delivery of periodic newsletters or reports. |
Newsletter/reports delivery can be scheduled and automated for recurring release. | |
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Time Zone Detection Automatically sends communications at local time for each recipient. |
No information available | |
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Auto-reminders for Webinars Send reminders at set intervals before events or deadlines. |
Webinar registration reminders and notifications available according to portal documentation. | |
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Birthday/Anniversary Triggers Send personalized messages on special investor dates. |
No information available | |
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Approval Chain Automation Ensures all content triggers the mandatory approval workflow before sending. |
Compliance workflow automation ensures approvals before communication distribution. | |
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API-Based Triggers Enable automated sending based on external system triggers (trades, KYC updates, etc.). |
APIs can be used for automated triggers from external fund systems and CRMs. | |
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Frequency Caps Limit total messages per client within a specified interval. |
No information available | |
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Automatic Follow-ups Send follow-up messages to non-responders or no-shows. |
Portal supports automatic follow-ups and reminders for document downloads and event attendance. |
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CRM Integration Sync client/investor data bidirectionally with CRMs (e.g. Salesforce, HubSpot). |
CRM integration is an explicitly promoted feature (supports Salesforce and others). | |
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Fund Administration System Integration Link to fund accounting or administration software for accurate notifications. |
Fund admin system integration is a key feature for accurate data and investor notifications. | |
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API Access Well-documented, secure RESTful APIs for data exchange. |
Secure RESTful API access is available per developer documentation. | |
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SFTP/Batch Import/Export Scheduled syncing with external systems via secure file transfer. |
No information available | |
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Single Sign-On (SSO) Integrate user authentication with enterprise identity systems. |
SSO supported for enterprise clients per Allvue product FAQ. | |
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Marketing Automation Tool Integration Trigger marketing comms from tools like Marketo, Eloqua, etc. |
Product supports integration with external marketing automation tools. | |
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Calendar Integration Synchronize events or webinars with investor calendars (Outlook, Google). |
Calendar integration for investor event and report scheduling mentioned in feature bullet points. | |
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Document Management System Integration Connect to document vaults (Sharepoint, Box, etc.) for attachments. |
Integrates with major document management providers for attachments. | |
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Analytics Platform Integration Send event and engagement data to analytics tools (Tableau, Power BI). |
Analytics integration available for advanced reporting in tools like Tableau; Power BI. | |
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Third-party Webinar Platform Support Push/pull event data to/from Zoom, GoToWebinar, etc. |
Zoom and webinar platform support available for events. |
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Responsive Design System adapts layouts and content for mobile, tablet, and desktop. |
Portal designed for mobile, tablet, and desktop browser access; supports responsive design. | |
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Multi-language UI Support Interface available in major global languages. |
No information available | |
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Self-service Portal Investors can manage their notifications, contact details, and preferences. |
Investors can view reports, manage communication preferences, and update contact information via the portal. | |
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WCAG/ADA Accessibility Interface meets major accessibility standards (WCAG 2.1, ADA compliance). |
No information available | |
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Onboarding/Tutorials In-app guidance and documentation for main user actions. |
Onboarding and portal usage tutorials provided to funds and investors (noted in onboarding guides). | |
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Customizable Dashboards Allow users to customize analytics and content views. |
No information available | |
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Dark Mode Optional dark color scheme for visual comfort. |
No information available | |
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Keyboard Navigation Full feature support via keyboard shortcuts. |
No information available | |
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Profile Management Edit and manage user profiles and security options. |
Investor and internal user profile management options detailed as part of the self-service portal. | |
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Bulk Actions Perform actions (e.g., resending, updating) for multiple users at once. |
No information available |
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Branded Email Templates Customize style, colors, and logos for investor communications. |
Email templates can be customized and branded for different funds/firms. | |
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Whitelabel Domain Support Send emails and links from a custom fund/firm domain. |
Whitelabel domains for communications support available per product marketing. | |
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Custom Branding for Portals Fund-branded microsites for events or document access. |
Fund-branded microsites for document access and event hosting highlighted as a portal capability. | |
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Personalized Salutation/Inserts Automatic insertion of investor or contact details in comms. |
Portal enables automatic insertion of personalized investor details in notifications. | |
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Custom Web Forms Design branded web forms for lead capture or event signups. |
Supports creation of web forms for investor updates, event registration, and information capture. | |
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Editable Footer/Legal Disclaimer Maintain up-to-date legal and compliance notices. |
Footer/disclaimer customization supported for all investor-facing communication. | |
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Multiple Brands/Entities Support Serve several funds or sub-brands using one system. |
System built to support multiple sub-brands/entities under one deployment. | |
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Custom Landing Pages Design and launch event or marketing landing pages. |
Event/marketing landing page creation available, usually as part of marketing communications add-ons. | |
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Signature Management Support different sender signatures per user or brand. |
No information available | |
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Variable Content by Segment Show different logos or colors for different investor groups. |
Conditional content by audience segment is supported for complex multi-fund/multi-brand clients. |
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99.9%+ Uptime Guarantee High service availability SLA for business-critical use. |
Portal is marketed as a mission-critical system with enterprise/high-availability options approaching 99.9%+ uptime. | |
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Delivery Speed Average time to deliver messages to recipients. |
No information available | |
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Scalability Ability to handle very large list sizes without delays. |
System supports large fund and client bases, with examples of global asset managers using the system. | |
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Bulk Send Capacity Maximum number of emails/messages sent in a single batch. |
No information available | |
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Georedundant Infrastructure System is hosted in multiple data centers for disaster recovery. |
Georedundant infrastructure is referenced under Allvue's disaster recovery and data center practices. | |
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Automatic Failover Service automatically reroutes if a server or region fails. |
Automatic failover included as part of infrastructure support SLAs. | |
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Performance Monitoring Real-time monitoring of uptime, latency, and system errors. |
Performance monitoring and uptime statistics are provided to enterprise clients. | |
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Queue Management Prioritizes time-sensitive over routine communications. |
No information available | |
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Message Retry/Resend Automatically resends failed messages. |
No information available | |
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Redundancy for Critical Data Backups and replication of all critical settings and content. |
System supports backup and replication for all fund/investor configuration and content. |
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24/7 Support Round-the-clock vendor support via call, chat, or email. |
Support is available 24/7 for enterprise clients as part of business continuity and SLAs. | |
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Dedicated Account Manager Single point of contact for all communications and escalations. |
Account managers assigned for onboarding and ongoing support according to solution documentation. | |
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Onboarding Assistance Guided implementation and setup services. |
Allvue provides onboarding and implementation assistance (directly mentioned in marketing). | |
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In-depth Documentation Comprehensive user manuals and technical guides. |
Product includes full technical and user documentation per customer portal. | |
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Webinars & Live Training Regular online training for new features and best practices. |
Webinars and live training available for clients and users. | |
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User Community/Forum Online space for peer-to-peer support and sharing. |
User community and knowledge forum referenced in customer portal support material. | |
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Change Management Resources Materials to help staff adopt and transition to the new tool. |
Transition/change management support material supplied during customer onboarding. | |
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Video Tutorials & FAQ Library Short videos and searchable Q&A for common tasks. |
Video tutorials and FAQs are standard, available in the support portal. | |
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Service Level Agreements (SLAs) Contractual commitments for support response and resolution times. |
SLAs for response and resolution times are available for enterprise clients. | |
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Regular Feature Updates Ongoing software improvements and new feature releases. |
Regular software updates and new feature releases are a standard aspect of Allvue's cloud-based portal. |
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