Experience the Modern & Mobile-Native
1031 Exchange Platform Transforming Exchange Transactions.
Real-time visibility.
Automated deadline tracking.
Bank-level encryption by Citrix.
Institutional-grade wire protocal security. Unalterable digital tracking.
Definitive audit-ready records.
Your 1031 exchange should be as seamless and straightforward as any other modern financial or investment experience. i1031’s dashboard gives you total control and a modern qualified intermediary without sacrificing security or compliance standards.
1031 exchanges have been an analog process in a digital world for too long.
The i1031 Intelligent Exchange Platform™ secures, streamlines, and synchronizes your trust accounts and task checkpoints so you can meet strict IRS deadlines from your office chair, a beach chair, or anywhere in between.
Live Exchange Trust Account visibility and funds tracking
Centralized document storage for instant access to executed contracts
Digital property identification and secure revocation tools
Real-time task checkpoints and automated compliance oversight
Encrypted in-app messaging for direct QI communication
Ask a question. Get a real answer instantly.
Visibility is non-negotiable for your 45-day and 180-day deadlines. Our 1031 exchange software gives you real-time deadline tracking, trust account transparency, and structured oversight from identification through closing.
Relying on unencrypted emails is a liability in high-value transactions. i1031 provides bank-level encryption, multi-factor authentication, and triple-custody wire protocols to protect your capital.
Compliance shouldn’t require chasing paper trails. i1031 automatically centralizes every timestamp and document into an unalterable digital audit trail, ensuring a robust record that withstands the harshest IRS scrutiny.
Average exchange onboarding time
Real-time deadline visibility across every exchange
Secure platform access for all participants
Clera™, our contextual AI co-pilot and proactive compliance monitor, oversees your specific transaction and has a deep understanding of 1031 exchange regulations.
Get 24/7 “Clera-fications”:
Critical Milestones & Deadlines
Real-Time Escrow & Fund Status
Identification & Replacement Property Data
Regulatory Compliance & IRC 1031 Logic
No searching. No guessing. No blind spots.
Exchange funds are managed with strict oversight through established banking relationships that include City National Bank and CertifID.
i1031 prioritizes security, regulatory compliance, and fiduciary responsibility in our banking practices.
Our commitment to responsible fund management enhances security and protects exchange funds from internal misconduct or fraud.
Coverage limits are set to meet standard transaction needs, with options to increase limits for larger or more complex exchanges as needed.
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Comprehensive E&O insurance safeguards against professional liability claims related to exchange management.
This coverage allows clients, advisors, and institutional partners to engage confidently, knowing that proper risk mitigation measures are in place.
No escrow markups. No per-property surcharges. Zero surprise add-ons.
Per relinquished property
45-Day & 180-Day Deadline Tracking
Digital Property Identification & Revocation
Trust Account FDIC Insurance up to $50 million
Secure In-App QI Messaging
UETA-Compliant Digital Signatures
Clera™ Contextual AI Assistant
Real-Time Notifications (Email + SMS)
Triple custody wire transfer protocol
Fidelity Bond Coverage
Immutable Audit Trail
Errors & Omissions Insurance
Audit Ready Exchange Report
Per member, per month
3 active projects
Up to 10 blocks
Team Management
API Integrations
Per member, per month
3 active projects
Up to 10 blocks
Team Management
API Integrations
Per member, per month
3 active projects
Up to 10 blocks
Team Management
API Integrations
i1031 is a modern Qualified Intermediary that provides a secure and organized intelligent platform for 1031 exchanges administered in accordance with applicable regulations and established banking frameworks
Learn more about our Founder Ryan Smith
i1031 is a modern Qualified Intermediary that provides a secure and organized intelligent platform for 1031 exchanges combining institutional banking with compliance focused processes and real time visibility.
