Additional Modules and Features | Exempt Edge Community

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Additional Modules and Features

Additional Modules and Features

Learn about modules that can be added to your Exempt Edge System!

System Notifications

Company Whitelabeling Feature

Lead Generator Module (Dealer Edge)

Investor Viewable Documents Upload Module

Advisor to Investor Link Module

Future Transaction Batch Module

Investor Link Module

Investment Actions

Whitelabeling - Favicon Feature

F1 - Schedule 1

Certificates Module

EE- Sign Tips and Best Practices

EE-Sign Signer Email and Signing Page

EE- Sign Help and Troubleshooting

EE-Sign for Admins

EE-Sign - Preparing a Document

EE-Sign Tab and Document Tables

Advisor Assistant Module

Advisor Assistant Module - Creating an Assistant

Advisor Assistant Module - Editing an Assistant

Advisor Assistant Module - Assistant User Types

Advisor Assistant Module - Creating a Transaction

Branch Manager - Advisor

Branch Manager - Admin

Position Template

Document Uploader

Issuer Template

Offering Template

Advisor Template

Trailer Uploader

Investor Template

Redemption Template

Income Template

Income/Drip Template

Currency Exchange

Foreign Exchange Rate Management

Track Investor Purchase Currency

Payment Management

Payment Management - Setting your data

Payment Management - Creating a Payment Batch

Payment Management - Payment Status and Reconciliation

Payment Management - FAQ

Know Your Product Module - KYP Shelf Status

Periodic KYP: Offering KYP Settings