We're excited to welcome our newest client, Caplink Mortgage Trust, to our Issuer Edge platform and EdgeLink ecosystem!
Another important step to improve the client experience within the Private Capital Markets of Canada.
Coming Soon
The advisor KYP Approval Date for an offering will soon be output in the 'Summary' tab of transactions for the compliance officer to verify when the advisor obtained their KYP approval.
What's New
Advisor Permission Settings
A new 'Advisor Settings' tab was added to the admin module for dealer users only. Within this new page, admin users will be able to control certain actions that advisor users can and cannot do. For more information, please refer to the Exempt Edge Community guide.
Did You Know?
Did you know dealers can change, add, and reorder the questions within their KYC?
Exempt Edge does a weekly deployment of new features and software updates. Sign up for our weekly in-app release notifications to be notified of these updates and review a summary of the changes. Sign up for weekly updates
Commission Report
We updated the calculation in the Commission Report so that the Branch Manager 1 and 2 values are multiplied based on the branch spread and not the overall branch commission.
The Performance Statement
An update was done on how fees are now being recorded properly in the balances and IRR percentage calculations within the Performance Statements.
Trade Confirmations
Trade confirmations will no longer be sent to investors when residual transactions are created.
Investor Portal
The Statements and Trade Confirmations tables have been made wider to improve the user interface.
Front-Facing Onboarding
Issuer and dealer users now have the ability to upload issuers and offerings through our Front-Facing Onboarding module.
Position Uploader
New Position and End Position transactions have been added to the Position Uploader. Users will need to enter two options into the Transaction Type column: New-Position and End-Position. Only dealer users can import New Position and End Position transactions because it is not an available transaction type for issuers.
General User Experience
We updated our 'Transactions #' and 'Batch #' fields to only allow numeric values in our system. For example: In the Transaction tab, Batch Transaction Update tab, and Reports Module.
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