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Welcome to the April Edition of The Edge!
In this Issue:
We're excited to welcome our newest client, Skyward Equity Partners, 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
We are currently working on a project that will give you the option to choose the kind of notifications you would like to receive, providing you with the opportunity to build a more customized workflow for yourself. You can choose whether you’d like to be alerted about the status change of a transaction, the update of an investor’s profile, the upload of a document to an offering, and many more. More information will be released soon.
What's New
Investor Portal
  • We have created the ability for investors to set up Two-Factor Authentication (2FA) with their portal. An investor guide has been created which explains the process in detail. Click here to view the guide
  • When an activation email is sent to an investor, you can now see when the last activation email was sent. For example, “Activation email sent: 03/07/2023.”
Did You Know?
Did you know that EdgeLink connected issuers have a deal pipeline which provides insights into the amount of buy transactions that are either in progress, being reviewed, already approved, and closed.
Visit the Exempt Edge Community for More Helpful Tips!
Software Updates
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Individual Securities Export
We added the issuer name as a column within the individual Securities Export. A Quick tip on how to find the report is to go to Investors > Click on the Investors name > Overview (tab) scroll to the bottom and click on Export Securities under Securities Held by Investor Heading (right side)

EdgeLink
When all of the transactions within a Pending EdgeLink Batch are accepted, the batch is removed from the user’s system, even when the sending party cancelled transactions within it.

EE- Sign
We added a hyperlink to display our ‘Terms of Use’ while a signer is viewing our EE- Sign Consumer Disclosure. Simply click the hyperlink and you will be directed to the Terms of Use document.

Trade Confirmation
A ‘Preview’ button was added to the Trade confirmation document within the Statement History tab. We have made it available for all user types including issuers, dealer admins, advisors, and assistants.

KYP
We added the KYP approval date to the Transaction Summary tab, called ‘Advisor KYP Approval Date’. This new field will update in live time until the transactions are set to closed/settled status. No changes will be possible even when the dates are changed on the advisor profile.
 
Please note our offices will be closed on Friday, April 7th for the Easter Long weekend. We look forward to speaking with you on Monday, April 10th!
We'd love to hear from you! Whether it's about our exceptional customer service or innovative solutions, we value your feedback.

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Exempt Edge
4000, 520 3rd Ave SW
Calgary, AB, T2P 0R3
Canada

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