Dealer Edge is the most complete and user-friendly back office Exempt Market Dealer Software in the country. Not only does it assist with compliance, it makes the entire transaction process paperless and the onboarding experience seamless for your Investors.
Investor ManagementTrack all your clients’ accounts and transactions in one place.
Advisor AccessAdvisors can track their clients, complete net worth calculations, enter transactions and auto display client concentration limits by province.
Compliance and Deal ApprovalA robust suite of KYC and KYP tools available, including automated workflows to streamline your approval process.
Issuers and OfferingsEasily add, manage and track your entire product shelf all in one place.
Client PortalWhite labeled portal accessible from any device showcasing notifications, statements, project updates and transactions.
CRM2 StatementsBranded and consolidated client statements that report on all CRM2 requirements including transactions, fees, positions and performance.
Pre-Populated DocumentsNever enter your clients’ information twice by using our prepopulated forms pushed from the original client record.
ReportingStay on top of your Issuers and Advisors with robust reporting capabilities. Track all commissions, referral fees, trailers and more.
Digital SignaturesMake the sign off process quick and painless with our digital signatures feature.