Welcome to Edgelink Connect! In this guide, we will walk you through the features and functionalities of Edgelink Connect, helping you understand how to effectively use this powerful tool to promote your business, connect with other parties, and manage your offerings. Let's dive in!

To access Edgelink Connect, locate the dedicated icon on the left panel of the interface.

This feature is separated into three sections:

The Network tab is the landing point of this feature, and is where you will find information about the products offered by other participants in the EdgeLink ecosystem.

The information presented is separated into 2 main tabs:
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1. Offerings

This is where you will find profiles created by Issuers to showcase their products.

This is where you will find profiles created by Dealerships to showcase their investment approach.
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All participants can freely browse any profiles they choose. There are 3 main methods you can use to find a profile:

You can scroll freely through the profiles displayed. There are 3 rows per page, with additional pages accessible at the bottom.

Below the Offerings and Dealers tabs, a text box allows you to search for profiles using words found in the product's name, along with words appearing in the short description of the product.

The filters can be accessed from the Filters button on the right-hand side. This will allow you to narrow down your results by setting parameters for your search. Please note that the settings available to be filtered differ when viewed from the Offerings tab and the Dealers tab. To close the Filters window, simply click on the button again.

All profiles are presented in 2 different ways:

A card is a simplified version of a profile presented to you on the first page of the Network tab. It includes the name of the profile, as well as a short description of the Offering or Dealership, and some quick reference information. If a green Connected icon appears on a card, this indicates that an EdgeLink connection already exists between your system and the Offering or Dealership that the card is representing.

Clicking anywhere on a card will bring you to its expanded profile.

The expanded profile allows users to provide more information about their products and/or services and is broken down into 3 main components:

As an administration user , you have the option to contact the owner of the profile by using the Send Message feature. There is no need to provide your name or contact information as this will be pulled directly from your user profile. Simply type a message and click the Send Message button. The recipient will be notified of your message and will contact you at their discretion. Please note, if you are an advisor, you will not have access to the message feature,

If you would like to learn how to view and manage the messages you have received, please see the following article:

As an administration user, you can create new profiles or modify existing profiles. For a detailed walkthrough of these processes, please see the applicable article below: