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ExchangiFi operates a marketplace facilitating 351 exchanges, allowing investors to diversify concentrated stock positions into ETFs while deferring capital gains taxes. The platform provides compliance calculators and portfolio analysis tools to help advisors structure these tax-deferred asset transfers. It showcases a history of syndicated ETF launches utilizing 351 exchange assets across various investment strategies.
Updated 2 months ago
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Product
Features
- ExchangiFi operates a marketplace facilitating 351 exchanges, allowing investors to diversify concentrated stock positions into ETFs while deferring capital gains taxes. The platform provides advisors with compliance calculators and portfolio analysis tools to ensure diversification rules are met for tax-deferred transactions. This service enables seamless asset reallocation into various syndicated ETF launches across different investment strategies.