Exempt Edge

This is how you can pull a list of all your investors within your system

Investor List - Dealer

An overview of the new features and upgrades to the original functionality of our KYC module.

You can choose to add historical KYCs to an investor profile for audit tracking purposes.

Update investor settings for multiple profiles at a time

Find answers and get help from Intercom Support and Community Experts

Track the progress of all tickets related to your company.

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