Exempt Edge

Highlight conflicts on the Offering and Advisor level for easy reference when reviewing transactions.

Conflicts

Steps on creating prepopulated documents for your users.

Creating offering-specific disclosures to display on trade confirmations and the investor portal

This article details what actions will trigger email notifications and how to control these notifications on the investor level.

This article details where documents can be uploaded and where you can access these uploaded documents

How to add multiple fees to any transaction.

This article describes how to prepare commonly asked question categories to facilitate answering investor questions.

Looking for help as an Admin user? You're in the right place. 

Setting Language Preference for Investor-Facing Documents and Communication

For Admin and Advisor users who would like to add some additional security when logging into their Exempt Edge portal.

This is how you can access your current and historic Exempt Edge Invoices

This article outlines the ways an investor can be assigned to a different advisor as well as the changes this will have on both advisors.

This feature allows users to pre-set the amount of withholding tax that should be applied to distributions

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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