Free to Browse. Free to List. Flat Fees for the Software.
ExchangiFi is the open marketplace for Section 351 ETF exchanges. Advisors and fund sponsors create an account, browse the marketplace, and use the software for free. Firms and issuers license the software that runs the transaction. Every fee is flat, and no fee is ever a percentage of assets, a success fee, a finder fee, or a referral fee.
How the Model Works
Two sides meet on a marketplace that is free to both of them. Advisors browse and test for free, and sponsors list a fund for free. Revenue comes from the software layer underneath, where flat license fees pay for the platform that prepares, tests, and completes the transaction.
Every listed fund appears the same way. Neither side pays to be matched, nobody can buy placement, and we do not track attribution or capital raised.
You license the software that runs the transaction — never a share of the assets that move through it.
Four rules the model never breaks:
Advisors browse every open 351 ETF for free. Sponsors list a fund for free. Neither side pays to be matched.
You pay for software, not for assets. No percentage of assets, no success fee, no finder fee, no transaction fee.
What a sponsor pays us never changes what an advisor sees. Every listed fund appears the same way, with no ranking and no sponsorship.
Every test and score the platform runs is an analytical aid. Your counsel and your CPA sign off on 351 qualification.
What the Software Does
Every tier runs the same engine with more of it turned on. The platform takes in a portfolio, tests it against the rules that govern a 351 exchange, shows the client what the exchange looks like, and produces the files the custodian and the administrator need.
Intake and cleanup of the portfolio, then diversification, qualifying income, and strategy alignment testing on every position, with a calculation audit trail behind each result.
The interactive exchange diagram, the tax cost of selling compared with contributing, before and after concentration, and a report your client can actually read.
Pre-close trade lists, contribution tracking, electronic signature, document storage, and custodian-ready export files for the transfer.
Illustrative compliance output. Every test is an analytical aid rather than a determination. Figures depend on position size, cost basis, and the receiving fund.
Choose Your Side of the Marketplace
Advisors and sponsors use ExchangiFi free. Upgrade when you want your own brand, unlimited scale, or a license for the whole firm.
- View every open 351 ETF on the marketplace
- Test any client portfolio for fit
- Run the 25/50 and 5/50 diversification tests
- See the tax cost of selling vs. contributing
- Download a client-ready report
- Everything in Advisor
- Your logo and contact info on every report
- Unlimited saved clients and portfolios
- Full scenario modeling
- Bulk analysis of your own book
- Everything in Advisor Pro, for every advisor at the firm
- Your brand, your fund menu, your advisors
- Single sign-on with your company domain
- Home office and compliance controls
- Custodian integrations and API access
- List your fund on the marketplace, free
- Full 351 software before launch: intake, testing, optimization
- Contribution tracking and document storage
- Private launch mode for the quiet period
- Everything in Sponsor, unlimited funds, no per-fund fee
- The 351 contribution tracking dashboard
- Aggregated compliance across the whole basket
- Portfolio affinity scoring and mass reconciliation
- Your brand on every screen your wholesalers use
Running both sides of the house? A firm that manages advisors and also launches its own ETFs licenses Enterprise and Sponsor Premium together — every premium feature on both sides unlocks.
Awareness Building Programs
Every listed sponsor can list and use the software for free. Sponsors who want help building awareness of the manager, the strategy, and the 351 opportunity can add an optional program. Inquiries go to your own distributor — programs are priced as a flat setup fee plus a flat monthly fee per fund, and the services agreement governs the scope.
Illustrative campaign creative. Every program is built with you during planning, and awareness copy speaks about the manager and about 351 exchanges generally.
Campaigns run with newswire distribution, adviser data, media, and creative partners we work with on every launch.
Tell Us About Your Firm or Your Fund
Enterprise and Sponsor Premium are flat annual licenses negotiated per firm. Fill out the form or pick a time on the calendar and we will walk you through how the license works and what it costs.
We reply within one business day.
Free Advisor accounts include a limit on saved households. Advisor Pro and Enterprise remove the limit. Enterprise and Sponsor Premium are flat annual licenses negotiated per firm. Awareness program fees are set in the services agreement.
ExchangiFi LLC is a software provider and a bulletin board. It is not a broker dealer, investment adviser, distributor, underwriter, transfer agent, or administrator, and it does not endorse, recommend, offer, or sell any fund. Fund sponsors own and are responsible for their listings, and each sponsor engages its own statutory distributor.
Every test, screen, and score the software runs is an analytical aid rather than a compliance determination. Outside counsel and your CPA sign off on 351 qualification. Terms are governed by the applicable agreement.