Welcome to the May Edition of The Edge!

We're excited to announce our sponsorship of PCMA2023 happening on May 4th in Toronto. As one of the leading events in the private capital markets industry, we're looking forward to connecting with top industry leaders and regulators to exchange ideas and explore opportunities that will drive growth and transformation. Join us at the event and let's make meaningful connections that will shape the future of the private capital markets.

We are currently working on a project that will give you the option to choose the type 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. This new feature will be available in the coming weeks.

Did you know Exempt Edge users can set up triggered email notifications for their investors based on their portal actions? These notifications can be configured for various actions, such as statement batches, trade confirmations, investor-viewable documents, investor updates, and portal activation.

Software Updates

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Batch Export
The unrounded DRIP Cost Per Unit will now display on the batch export.

Document Uploader
The Document Uploader is an additional module that allows users to batch-upload files into the Investor Documents table in investor profiles. The feature itself will appear as additional tabs in the Imports Module. The article below includes more details on the functionality, if you're interested in having this module enabled in your system please contact your Client Success Manager. Click here to learn more

EdgeLink
An update was applied to the list of fields within a transaction that will trigger an EdgeLink update to the connected parties. As an example, if a user changes the Trade Confirmation status, it will no longer send an update to the other EdgeLink-connected party.

Advisor Export

We added the advisor ‘Rep Code’ field to the Advisor Export in Issuer Edge.
A column was added to the Dealer Edge version of the Advisor Exports called ‘Branch’ that specifies which branch the advisor is assigned to.

Secretary
Users can now change the name of a document upon uploading the documents. The description field area is where the name of the document should be entered.

Investor Portal
We made an update to the display of the values in the Holdings table within the investor portal so that it’s consistent. Now Number (#) of Units and Account Number (#) columns will match the format of the outputs in the Currency and Total Value.