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Workflow for a New Investor - Advisor (Flow Chart)
Workflow for a New Investor - Advisor (Flow Chart)

A visual representation of an Advisor's workflow using Exempt Edge

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Written by Exempt Edge
Updated over a week ago

While familiarizing yourself with your Exempt Edge login, you may find yourself unsure of how to proceed when adding an Investor or processing a transaction. This chart will walk you through the steps associated with both of these functions.
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