ABOUT
EdgeLink has multiple tools that make sharing information quick and easy. The types of information that pass through EdgeLink to connected parties are:
Issuer Updates
Issuer Details
Issuer Investor Documents
Offering Updates
CMV Updates
Offering Details
Offering Documents (Offering Documents, Marketing Material, Investor Updates)
Transactional data
Account Details
Transaction Documents
Transaction Details
Reinvestment changes
Investor updates
Contact Update
Advisor Reassignment
Dealer Reassignment
LAYOUT
There are multiple tabs within your EdgeLink module for you to review and digest shared informaiton.
EdgeLink Dashboard Dealers - This shows your Activity Log, any CMV updates from your Issuer, any Offering updates, and any Issuer updates.
EdgeLink Dashboard Issuers - This shows your Deal Pipeline, Summary of Deals and Total Amount, Total Sales by Offering and Top Sellers by Advisor - all filterable by connected party, date range or offering.
Pending Transactions Tab - this shows all individual transactions coming in from connected parties for review.
Pending Batch Transactions Tab - this shows all batch transactions coming in from connected parties for review.
EdgeLink Settings Tab - This shows all of your EdgeLink connections as well as gives you the ability to initiate a new company connection, disconnect a company connection, or connect and edit connected offerings.
*please note your EdgeLink number can be found on the top right hand corner of the EdgeLink settings tab
