Exchange Manager Pro℠
The industry's only patented 1031 exchange workflow technology.
Overview
Exchange Manager Pro℠ is a proprietary software-as-a-service (SaaS) platform developed by Accruit. It is designed to be licensed by Qualified Intermediaries to power their operations. The platform automates and standardizes the entire 1031 exchange workflow, from online client onboarding and document creation to deadline tracking and reporting. Its SOC 2 Type II compliance ensures a high level of data security and operational reliability.
✨ Key Features
- Patented 1031 exchange workflow technology
- SOC 2 Type II compliant
- Automated document creation and e-signature integration
- Automatic deadline reminders and notifications
- 24/7 secure online access to all exchange data
- Hosted on Microsoft Azure
🎯 Key Differentiators
- Patented technology
- SOC 2 Type II compliance, offering the highest level of security assurance
- Developed and used by a major QI (Accruit)
- Proven scalability with large QI clients
Unique Value: Provides Qualified Intermediaries with a patented, highly secure, and efficient platform to automate their entire workflow, ensuring compliance and enhancing client service.
🎯 Use Cases (3)
✅ Best For
- Implementation by large QIs like Asset Preservation, Inc. to improve efficiency.
💡 Check With Vendor
Verify these considerations match your specific requirements:
- Individual investors (it is a B2B tool for QIs).
🏆 Alternatives
Offers a higher level of security (SOC 2 Type II) and a patented, more comprehensive feature set than other QI software solutions.
💻 Platforms
🛟 Support Options
- ✓ Email Support
- ✓ Phone Support
- ✓ Dedicated Support (Enterprise tier)
🔒 Compliance & Security
💰 Pricing
🔄 Similar Tools in 1031 Exchange
IPX1031 (Investment Property Exchange Services, Inc.)
A leading Qualified Intermediary (QI) for 1031 tax-deferred exchanges, handling a wide range of tran...
Exeter 1031 Exchange Services, LLC
A national Qualified Intermediary known for its expertise in complex 1031 exchange transactions and ...
Accruit
A leading Qualified Intermediary that also offers a patented 1031 exchange software, Exchange Manage...
1031 Crowdfunding
An online marketplace for real estate investments specializing in 1031 exchanges, particularly Delaw...
Asset Preservation, Inc. (API)
A long-standing and high-volume Qualified Intermediary, now a subsidiary of Stewart Information Serv...
Starker Services, Inc.
The nation's oldest independent Qualified Intermediary firm, founded following the landmark Starker ...