EMD Manager

EMD or Exempt Market Dealer Manager is the first and only Compliance software especially built for MICs. The software fully integrates with MICs and Funds transactions to meet the National Canadian Security Commission regulations for Investors. The software is a stand-alone application that seamlessly integrates with MIC Manager in order to remove any need for duplication of data. Unlike other EMD systems, EMD Manager will provide internal and external compliance for MICs removing errors of data entry, transactions and compliance reporting.

EMD Manger integrates with MIC Manager for CRM2 Compliance reporting. EMD Manager is the only MIC Compliance system that will meet Investor Compliance without any need to enter data. Fully configurable, EMD Manager can be customized for all classes and types of shares with dozens of methods for calculating interest. A full end to end solution for investors is the only software that meets CRM2 31-103 for MICs.

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Features

With interactive automated tools such as ID verification against global databases, fraud verification is reduced for accuracy of online applications.

A fully integrated system with a customized KYC and KYP all compliance data is captured and maintained as easily managed with automate annual renewal processes.

On-line portal for new investors and current investors reports.

Contact Us

609-850 West Hastings Street, Vancouver, BC V6C 1E1 • Office (604) 685-6721
For inquiries, contact Dolphin: [email protected]