Industry Leading Security Standards
SOC 2 Type II Compliance
Managed Service
Retain your existing clientele while adding a new revenue stream.
Managed Service allows you to maintain the relationship with your client while we act as your back-office Qualified A person acting to facilitate an exchange under section 1031 and the regulations. This person may not be the taxpayer or a disqualified person. Section 1.1031(k)-1(g)(4)(iii) requires that, for an intermediary to be a qualified intermediary, the intermediary must enter into a written "exchange" agreement with the taxpayer and, as required by the exchange agreement, acquire the relinquished property from the taxpayer, transfer the relinquished property, acquire the replacement property, and transfer the replacement property to the taxpayer. Intermediary . Through this turnkey, white-labeled solution, all communication and exchange documents are custom branded providing a personalized experience to your marketplace.
Leveraging The transfer of the relinquished property to the Qualified Intermediary, and the receipt of the replacement property from the Qualified Intermediary is considered an exchange. To be compliant with IRC Section 1031, the transaction must be properly structured, rather than being a sale to one party followed by a purchase from another party. Exchange Manager Pro℠, Managed Service, allows you to facilitate Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange s to your existing clientele through our white-labeled offering and its' seamless integration with our experts.
Our patented technology, Exchange Manager Pro℠, automates much of the Internal Revenue Code Section 1031 states that "no gain or loss shall be recognized on the exchange of property held for productive use in a trade or business or for investment if such property is exchanged solely for property of like kind which is to be held for productive use in a trade or business or for investment." 1031 Exchange process, you are able to focus time on retaining your customer base, growing your business, and generating income through a new service offering.
Managed Service Offers Unique Benefits Including:
No more turning away customers
or referring clients to competitors
Provide a better, more efficient
customer experience
Drive new income through a
favorable revenue share
What's the difference between Managed Service and SaaS?
