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So far EEI_admin has created 11 blog entries.

Olympia Intends to Launch Transfer Agency

We are very excited to announce that Olympia intends to get back into the Transfer Agency Business! Looking forward to being able to provide more great solutions for our clients. From our press release: Olympia Announces Intention to Launch Transfer Agency and Corporate Trust Business CALGARY, Alberta, June 13, 2018 (GLOBE NEWSWIRE) -- Olympia [...]

June 14th, 2018|

NEW Exciting Announcement: Introducing PCMA PREMIER PARTNER Exempt Edge

Exempt Edge Inc. is revolutionizing the Private Capital Market with its innovative software solutions built for Exempt Market Dealers, Mortgage Investment Corporations and Issuers. Stephen Preston, Co-Founder and Vice President of Exempt Edge: “In just over one year, Exempt Edge Inc. has become the fastest growing software company in the industry - gaining wide adoption [...]

April 3rd, 2018|

[Announcement] Dealer Edge Now Available!

Dealer Edge has Arrived! The most complete and user-friendly back office Exempt Market Dealer Software in the country, built by the exempt market for the exempt market.   Dealer Edge is the must have tool for Advisor's AND Sales staff. Not only does it assist with compliance but it also makes the entire transaction [...]

November 29th, 2017|

Exempt Edge Inc. Acquires InvestorPortal.com

Calgary, Alberta: Exempt Edge Inc. A software developer that provides robust software solutions for the Private Capital Markets has acquired InvestorPortal.com.   On the company’s recent acquisition, Exempt Edge Inc. Vice President Stephen Preston said: “Acquiring InvestorPortal.com aligns with one of our core objectives which is to elevate the brands of our clients through [...]

November 10th, 2017|

Exempt Edge is excited to sponsor the upcoming NEMA conference in Toronto!

    Details When: Thursday, October 19, 2017 at 1:00 pm Where: The Design Exchange, Toronto, 234 Bay Street Sign Up Here   Speakers and Panelists Greg Romundt, President at Centurion Asset Management Inc. Jamie Clarke, CEO and Co-founder at Live Out There Craig Skauge, President - National Exempt Market Association Matt Simpson, Vice [...]

October 11th, 2017|

Newlook Capital signs up for Exempt Edge’s Issuer Edge Software

Newlook Capital, a Private Equity firm based in the Toronto area has recently signed up for the new Exempt Edge software, which will provide them with the technology to better manage reporting, distributions, investor communication, and dealer relationships. We are very excited for the opportunity to work with the dynamic team at Newlook Capital [...]

September 12th, 2017|

Eliminating Paperwork in Search of Freedom

Solving the Technology Problem in the Exempt Market By Stephen Preston “Microsoft Excel is not an optimal solution for the EMD space.” – An Exempt Market Issuer Over the last four years I have been fortunate to meet exempt market dealers (EMDs), Issuers, and Dealing Representatives from all across Canada. One thing I love about [...]

July 10th, 2017|