Exempt Market Connect is a dedicated platform for exempt market dealers in Canada. It digitizes onboarding, KYC, suitability, e-signatures, subscriptions, document storage, and portfolio tracking in one compliant workflow.
This landing page is built specifically for the phrase "exempt market dealer software" so search engines can understand the topic, the audience, and the product category in one place.
Guide investors from intake to KYC verification with a workflow designed for exempt market dealers.
Capture suitability, accredited investor status, and subscription documents digitally in one system.
Support e-signatures, document vaults, and activity logs with a clean audit trail.
The page is intentionally specific: it explains the product, the audience, and the compliance workflow without mixing in unrelated messaging.
Collect investor details, verify identity, and keep the process paperless from the start.
Capture risk tolerance, eligibility, and account suitability in a guided flow.
Complete subscriptions, signatures, and storage in one audited workflow.
It replaces the manual mix of email, PDFs, shared drives, and spreadsheets dealers often use to manage onboarding, suitability, signatures, and document storage.
Yes. The workflow is designed to support your existing review and approval steps instead of forcing a one-size-fits-all process.
That depends on how much you want to configure, but a focused rollout can start with core onboarding and subscription workflows before expanding to reporting and document vault features.
Yes. The platform keeps subscriptions, signatures, and related documents together in one auditable record so your team can retrieve them quickly.
Request a demo and we’ll show you how Exempt Market Connect supports exempt market dealers in Canada.
Request My Demo