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Matt Bucklin

1mo ago

ExchangiFi - Connecting Advisors & ETF Issuers for 351 Exchanges

Transform your low-basis stock into diversified ETF portfolios through a streamlined 351 exchange on our ExchangiFi platform. ExchangiFi provides a digital platform for financial advisors and ETF issuers to connect for Section 351 exchanges. Its software facilitates the transaction lifecycle, serving as a bridge between parties to simplify and streamline the execution of these tax-efficient transfers for industry professionals.