Transactions Export
​We have applied an update so that when a Branch Manager, Advisor or Assistant filters for advisors in the ‘Connected Advisor’ field within the Transactions Module and then generates an export, the filtered criteria is reflected in the export as well.

Transfer-Ins
​We have removed the ‘Reinvestment %’ field on all Transfer In transactions as it has no relevance to the transaction type. This change is reflected both in the Transactions Module and in an Investor’s Transactions tab.
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EdgeLink Connect
​We have added a ‘Settings’ tab in the EdgeLink Connect Module that allows companies to define a contact for all new message inquiries to be directed to. Those users defined as contacts will be notified via email when a new message is received.
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​EdgeLink Non-Transactional Updates
​Formerly, an Issuer’s details would only connect to a Dealer on EdgeLink upon their initial connection. We have applied an update so that any changes or updates made to an Issuer’s profile details will be communicated via a non-transactional update. Any change to the Issuer details would be accepted or declined by connected Dealers.
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Additionally, we have made some improvements so that Reinvestment and Residual transactional updates are communicated more efficiently.
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Investor Portal
​For investors accessing their Investor Portal on a mobile device, we have added the company name to the sandwich menu on the top right of their portal.
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