During the scheduled maintenance window, we released the following items to the production environment with new features, services, and enhancements.


Counterparty Oversight Customers


Prospect Marketing User Management:


  • Investors can now manage their own Prospect Marketing users, granting or restricting visibility to the marketing content within the Counterparty Oversight platform. Previously, this was controlled by Comergence.
  • Pro-tip! Reduce cost by only giving visibility to users who are using Prospect Marketing! 
    • For more information, click HERE


Partners


Call to Action:


  • On Products Page (Functionality coming soon)
    • For more information, click HERE


All Users


Updated Terms of Service


New Academy - Introducing Comergence Academy!

  • We are excited to announce the Comergence Academy, a new tab has been added to your top-level navigation. The Comergence Academy is your on-demand training hub designed to help you master our platform at your own pace! With 24/7 access to expert-led videos, product certifications, and interactive training, the Academy will empower you with the knowledge you need without the long phone sessions. Whether you are looking for comprehensive digital resources, custom training for your team, or continuing education, the Academy has you covered. The Academy will be constantly updated with new information