Managed Service for Wealth Management Firms

Managed Service through Exchange Manager Pro^SM, provides a white-label Qualified Intermediary solution, allowing Wealth Management Firms to offer 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 "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.