Turn Your Portfolio Into an ETF on ExchangiFi
The marketplace where advisors, ETF issuers, and service providers run Section 351 exchanges — from eligibility check to fund launch, all in one platform.
From Brokerage Account to ETF Shares
Swipe to see the full diagram
Solid arrows move securities or ETF shares. Dashed lines show coordination, oversight or trading. Typical flow shown. Steps vary by fund and custodian. Logos are examples only and imply no affiliation.
One Platform, Three Capabilities
Use the dashboard to find and evaluate Section 351 exchange ETF opportunities
Every open fund in one marketplace, with issuer, strategy tags, expense ratio, contribution deadline, and launch date on each listing.
Use the optimization software to check portfolios at the account level and in aggregate
The software runs the 25/50 diversification test and screens each holding for intraday liquidity, one client account at a time and across every contribution in a syndicated launch, then reports the positions to adjust before submission.
Manage the fund launch end to end
Advisors and issuers work from the same record: committed amounts, contribution deadlines, documents, and conversion status through to launch.
Watch a Section 351 Exchange Run on ExchangiFi
A short walkthrough of the marketplace, the compliance tests, and how a contribution moves from portfolio to ETF shares.
Get your Free AccountReal Portfolios, Converted Through ExchangiFi
New Client Onboarding
A new client’s holdings already fit a strategy you recommend on its merits. An in-kind exchange may be a simpler path than selling.
Same Strategy, New Wrapper
Clients in an SMA may be able to contribute their holdings to the ETF version of the same strategy. They hold one liquid position that trades intraday.
Direct Index Accounts & High Fee SMAs
A direct index account that still tracks its index may be able to contribute to an ETF that tracks the same index and intends to keep the holdings.
Seeding In Kind, Not Cash
Your client already wants a new ETF’s strategy. Holdings that fit it may be contributed in kind instead of being sold for cash.
Estate and Generational Planning
Fragmented family holdings unified into one fund so beneficiaries inherit a single diversified position with carryover basis.
The Ecosystem Behind Every ExchangiFi Launch
Register to Access the ExchangiFi Marketplace
Advisors and ETF issuers can register for platform access. If you have questions about Section 351 exchanges or eligibility, contact us.
Join the ExchangiFi Community
Advisors, ETF issuers, service providers, and counsel comparing notes on eligibility, upcoming launches, regulatory developments, and tax aware strategy.