Exempt Edge Modules

The Dashboard Module is the 'Home Screen’. Within this module, you can see snapshots of your data within your Issuers, Investors, Advisors, and Statement modules. Additionally, you can utilize the search tool to access more specific information and data.

The Dealer Module contains all associated Exempt Market Dealers. The Dealer module tracks, stores and provides the below information for Issuers:

The Issuer Module tracks, stores and provides the below information for Issuers:

The Investors module contains profiles for all investors within your system. Within each profile, there are several tabs with additional investor information:

The Transactions module allows you to track all incoming and outgoing transactions from start to finish. Selecting a specific transaction will show you a high-level summary of the transaction details with commission breakdown, an investor summary, an activity log and a section to upload any transaction notes or documents to the file. You can also:

The Batch Statements module is where client statement reports can be exported or scheduled to be emailed to clients for a future date. These reports are fully customizable with a variety of options. Created Transaction Confirmations are also kept within this module.

To explore one reports, click the name of the report, and you will be directed to a page with information about the report. On this page, you also have access to further filters to help you narrow down your search.
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Reports allow you to analyze the performance of various components of your system. Whether you're using the standard reporting feature or creating your own custom reports, this article will help you get the most out of your reports.

To get started with reports, log in to your account and select 'Reports' from the left navigation menu. You’ll see a series of predefined reports, organized by the category each pertains to, i.e. Performance, Conversions, or Visits.

To run a report, click the “Run Report” button at the top of the page. Depending on the criteria you have selected, a report may take anywhere from a few minutes to several hours to generate.

You can also create custom reports tailored to your exact needs. To do this, click 'New Report' from the top of the page, and then select 'Custom Report' from the dropdown menu. From here, you can specify what type of data you wish to collect and how it should be displayed. Once you have finished setting up your report, click 'Run Report' and your data will be collected and presented to you.

If you wish to save a report to review again later, click the 'Save Report' button at the top of the page. You will be asked to give your report a name so you can easily find it again when you need it. You can find your saved reports in the 'My Reports' section located in the left navigation menu.

Reports are a great way to gain insights into how your website is performing. With the standard reports, you can analyze data quickly and easily, and with custom reports, you have even more control over exactly which data is collected and how it is presented. And with the ability to save your reports, you can keep track of your insights over time.

The Reports module allows you to create customized reports from the transaction data in your portal. To do this utilize the drop down filters to create your desired report, you can then review your results and export it into a CSV file. 

The Admin Module is where the company details, admin users, and the Statement Header & Footer are edited. This module also has some executive level reports available to pull.