EdgeLink™ has arrived! The highly anticipated ecosystem for the Private Capital Markets is now available.

 

EdgeLink™ is the ecosystem for the Private Capital Markets and was created to solve a fundamental problem – that of connectivity between the various stakeholders in our industry.

With Edgelink™, Issuers, Exempt Market Dealers, Investors, Trust Companies, and Advisors can connect securely with each other to facilitate the seamless transfer of data, thus drastically reducing the amount of manual data entry, paperwork, and human error.

How will EdgeLink Benefit You?

  WOW YOUR CLIENTS

Automate and streamline your investor relations. Issuers can send project updates and relevant company news to an EMD. Once the EMD approves the information, they have the ability to notify DRs, update client/investor portals and more.

  ALWAYS IN CONTROL

You are always in control of your database and can set permission levels for data transfers, thus allowing you full control of what data gets in and out of your system.

  APPROVED MARKETING MATERIAL VAULT

One click transfer of approved marketing material from Issuers to EMDs. EMDs can then update their marketing material library, replacing old marketing material, which updates their Advisors automatically.

  AN EASIER WAY TO PRODUCE ACCURATE CRM2 STATEMENTS

Issuers can send EMDs Current Market Values with supporting documentation to streamline the unit valuation process.

  EVERYONE ON THE SAME PAGE

Advisors, EMDs and Issuers can simultaneously track the status of a new client investment so everybody is in the know and aware of the next step.

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