Raisr | EdgeLink

Transform exempt market operations with a powerhouse suite that eliminates data silos instantly. Synchronize Issuer-Dealer communications, automate tedious tasks, and ensure perfect data harmony across systems. Don't just manage transactions—master them with EdgeLink's integrated ecosystem built for today's financial pace.

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FEATURES

Connect, verify, automate in one powerful platform.

Enhance exempt market operations through seamless connectivity and optimized workflows.

Never miss a beat

Gain insights and maintain clarity with our advanced tracking and reporting tools

Investor History

Create non-trade investment actions with notes and documents to track ongoing suitability. Maintain a chronological log, complete with compliance review options.

Reporting

Track financial performance, improve transparency and make data-driven decisions with real-time monitoring of commissions, referral fees and more. Customize reports and enhance relationships with advisors and clients.

*Additional fees may apply

CRM2 Statements:

Consolidate client information into branded statements and meet regulatory requirements. Cover all CRM2 obligations, reporting on transactions, fees, positions, and performance and enhance your client transparency.

Never miss a beat

Notifications and Activity

Issuers can send project updates and relevant company news to an EMD. Once the EMD approves the information, they can notify DRs and update client/investor portals.