Welcome to the December Edition of The Edge!
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At Exempt Edge, we value client satisfaction. It's always a pleasure to work closely with our clients to provide solutions that meet their corporate needs and receive feedback on how our team has helped them. Thank you, Wendy McKenna and the team at Alta West Capital, for the great review!
"We adopted Exempt Edge early on because it was the only system developed and intuitive specifically for the Exempt Market. On the back end, it has streamlined much of our processing. On the client-facing end, it provides a sharp-looking, easy-to-navigate portal for our investors to log in and access their account information. Exempt Edge listens to the requests of its clients as the team is always responsive and constantly makes system updates to improve the user experience." |
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We are adding a new email notification setting for users utilizing our EE-Sign module. They will be able to control whether specific investors can receive email notifications when EE-Sign documents are sent to them. |
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Branch Manager Development
We are excited to spotlight a new feature released earlier this month named ‘Branch Managers.’ This module allows users to track commissions and generate reports, including details of the transaction that includes a branch. The Branch Manager module has a few added features, which are listed below:
- Able to add ‘Unassigned’ as a Branch Manager option when creating the branch profile for the cases where only one individual is managing the team.
- A banner was added to the commission tab when a value is not saved. A yellow banner is now displayed if a user makes any changes to the commission table without clicking save.
- If there is an active connection between a Branch and an Advisor, from the Advisor Profile module in the Additional Information section, a new field will display the Branch Manager and the name of the advisor.
- From the Advisor Module, in the second tab named “Branch Manager,” a plus (+) icon was added to see more details if more than 5 advisors are connected.
Front Facing Onboarding Templates
- An EMD Importer was created for issuers to add dealers into their system by filling out a templated spreadsheet and uploading it to the Imports Module.
- Advisor Importer is a new import system added to the Imports module that allows users to add advisor profiles by also filling out a templated spreadsheet.
- Income Template: a new template that users can import Income transactions without the corresponding DRIP transaction.
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Did you know, when navigating through an investor profile you can click on ‘View the Investor Portal’ to view what the investor would see. Afterwards, by clicking on the Menu icon, you can return to your account without having to log back into Exempt Edge!
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PDF Formatting – Statements
The PDF formatting of the Referenced Definitions, Action Definitions, and Footers within Statements have been updated to ensure the PDF version display matches the HTML display.
Postal Code Display on Statement & Trade Confirmation Footers
The company’s postal code display in the Statements and Trade Confirmations footer has been updated to display the postal code as 6 alphanumeric characters separated by a space after the first 3 characters.
Addition of ‘Delete Button’ - Transaction Documents Table
A delete button was added to the Transaction Documents table for admin users to allow them to delete a document which has been uploaded to this area.
Investor Portal Update - Display of Company Name in 'Hamburger' Dropdown Menu
Investors with more than one Exempt Edge investor portal will now see a display of the company name that is associated with each profile in the 'hamburger' dropdown menu located in the top right corner of the main login page.
New 'Send Email' Option When Uploading Documents to Investor Profiles and Transactions
To improve flexibility in how document notification emails are sent out, a 'Yes/No' option was added to the Investor and Transaction Documents tables upon initial document upload. If 'Yes' is selected, an email will be sent to the investor informing them of a document that was uploaded to their profile if their investor communication preferences are set to ‘Email’ and their ‘Document Notification’ toggle is ON.
Uploader Templates - Addition of ‘Owning & Selling Advisor Rep’ Code Fields
An owning advisor rep code and selling advisor rep code have been added to the 'Position Template' uploader. This template allows you to upload positions (purchases), investor profiles, and accounts directly into Exempt Edge. Advisor details will be displayed on the created transactions when matched to the correct rep codes.
Securities Held by Investor - Issuer/Offering
A hyperlink was added to the Issuer and Offering on the investor profiles Securities Held by Investors table. When users click on the link, they will be redirected to view the details of that specific offering.
General
- Within the Capital Raised table in the Advisor Profile Module, the first dropdown option used to be displayed as “Yearly Rollover,” and we updated it to “Last 365 days”. The underlying calculation has not changed.
- An update was done to the corporate profile; the birthday of the company contact is now displayed for corporate profiles under the Contact Identification Verification header in the profile tab.
New Trust Company
A new trust company was added: ‘Laurentian Bank Securities Inc.’
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Automated data exchange.
Access to a network of industry stakeholders.
Eliminate redundancy.
The next phase of the EdgeLink ecosystem is coming!
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Check out the recent article on Olympia Trust Company's blog, Educate & Explore, as our Vice President & Co-Founder, Stephen Preston, discusses the evolution of blockchain technology and its impact within the alternative investments industry. |
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Friday, December 23rd: Closed at noon
Monday, December 26th - Tuesday, December 27th: Closed
Friday, December 30th: Closed at noon
Monday, January 2nd: Closed |
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