Managed Service for Wealth Management Firms

Managed Service, white-label qualified intermediary solution, for Wealth Management Firms

Managed Service through Exchange Manager ProSM, provides a white-label Qualified Intermediary solution, allowing Wealth Management Firms to offer 1031 Exchanges "in-house" while Exchange Manager ProSM works as the back-office.  

Learn more about Managed Service, View and download the flyer by clicking the link below.