Exempt Edge provides software solutions for the exempt market, streamlining compliance and administrative tasks for financial firms. Their platform helps manage investor data, offering tools for document management, transaction processing, and regulatory reporting.
Funding
Funding not disclosed
Founders
Product
Problem
Financial firms in the exempt market face challenges in managing investor data, complying with regulations, and streamlining administrative tasks due to manual processes and disconnected systems. This can lead to inefficiencies, errors, and increased compliance risks.
Solution
Raisr provides a suite of software solutions designed to streamline and automate processes for issuers, dealers, and investors in the exempt market. The platform, comprised of EdgeLink, Issuer, and Dealer modules, facilitates seamless data transfer, digital consolidation, and simplified operations. Raisr's ecosystem connects issuers, dealers, advisors, investors, and trust companies, enabling secure data exchange and reducing manual data entry, paperwork, and human error. The software streamlines administration, facilitates back-office compliance, and enhances the investor onboarding experience.
Target Audience
Raisr targets financial firms operating in the exempt market, including issuers, dealers, mortgage investment entities, and advisors.
Features
- **EdgeLink:** Connects issuers and dealers, automates transaction matching, and provides discrepancy resolution.
- **Issuer Module:** Streamlines administration with reporting tools, distribution tracking, and share certificate generation.
- **Dealer Module:** Facilitates back-office compliance, paperless transactions, and investor onboarding.
- **Investor Portal:** A branded client portal accessible from any device, featuring statements, project updates, and transactions.
- **Digital Signatures:** Secure and efficient signing of documents electronically.
- **CRM2 Statements:** Consolidates client information into branded statements to meet regulatory requirements.
- **Automated Workflows:** Customizable in-app notifications and cross-platform data synchronization.
- **Secure Data Storage:** Secure online data storage with two-factor authentication and cloud-based disaster recovery.