i1031 keeps your clients’ assets safely under your advisory umbrella — ensuring you remain their most reliable strategic guide.
Your clients trust you to protect their wealth, minimize taxes, and identify risks before they become problems.
When a client enters a 1031 exchange, your reputation is tied to every recommendation you make — including the Qualified Intermediary.
Many exchanges are still managed through disconnected emails, paper forms, spreadsheets, and manual processes. That may have been acceptable a decade ago; it is no longer acceptable today. i1031 gives CPAs a modern exchange platform delivering complete transparency, institutional-grade fund security, and audit-ready documentation from start to finish.
Through a branded advisor portal, you can monitor critical milestones, documentation, and client activity in real time — without becoming involved in day-to-day administration, and with visibility into every critical exchange event.
• Shared visibility into 45-day and 180-day deadlines
• Immutable audit logs and time-stamped exchange records
• Institutional fund controls with Triple Custody wire protocols
• Secure communication and document management
• White-labeled experience that reinforces your advisory relationship
Your clients hired you to provide strategic tax guidance. i1031 helps ensure the exchange execution reflects the same level of professionalism and precision they expect from your firm.
When your clients succeed, your reputation grows. When mistakes occur, your reputation is at risk.
Choose the exchange platform designed to protect both.
• Comprehensive digital audit trail
• Secure exchange documentation and storage
• Real-time visibility into client progress and deadlines
• Institutional-grade fund protection protocols
• White-labeled advisor portal for enhanced client service
When questions arise months or years later, your clients should not have to rely on email chains and incomplete records.
They should have access to a complete and defensible exchange history.
i1031 helps attorneys provide clients with the transparency, compliance, and confidence expected from sophisticated advisory teams while reinforcing your role as the trusted legal advisor throughout the transaction.
Your clients rely on you to identify risk, protect assets, and ensure compliance. Whether you practice real estate law, tax law, estate planning, or business transactions, a poorly managed 1031 exchange can create unnecessary exposure for everyone involved.
i1031 was designed to bring accountability, transparency, and documentation to every phase of the exchange process.
Unlike traditional Qualified Intermediaries that rely on fragmented communications and manual workflows, i1031 creates a complete digital record of every material exchange action. Every notice, identification, revocation, signature, communication, and milestone is securely documented and time-stamped.
High-net-worth investors expect more than tax deferral. They expect coordination.
When a client sells investment real estate, multiple advisors often become involved. Unfortunately, the 1031 exchange process frequently operates outside the visibility of the advisory team responsible for overseeing the client's broader wealth strategy.
i1031 changes that.
Our advisor portal provides shared visibility into exchange activity, timelines, and documentation while allowing you to remain focused on long-term planning and wealth preservation.
• Real-time exchange visibility without operational burden
• White-labeled client experience branded to your firm
• Secure fund controls and institutional banking relationships
• Automated milestone tracking and notifications
• Audit-ready reporting and documentation
Rather than referring clients into a black box and hoping everything goes smoothly, i1031 allows you to remain informed, engaged, and proactive throughout the exchange process.
Your clients see a coordinated advisory team. You maintain visibility. Their assets remain protected.
Because sophisticated wealth management requires more than recommendations. It requires execution.
Your clients don't just need a property expert. They need a trusted guide through one of the largest financial transactions of their lives.
By offering a branded i1031 experience, your brokerage becomes the central hub for the exchange process, helping clients stay organized, informed, and compliant while reinforcing your position as their most trusted real estate advisor.
The result is a better client experience, stronger referral relationships, and more repeat business for years to come.
Real estate professionals are often the first to identify a 1031 exchange opportunity, yet most brokers lose visibility the moment the exchange begins.
i1031 keeps you connected.
Instead of sending clients to a Qualified Intermediary and hoping everything stays on track, i1031 provides a modern exchange platform that gives brokers visibility into critical milestones while delivering a seamless client experience from sale through acquisition
Three tiers of partnership for advisors who refer 1031 exchange volume — each with full visibility into client activity and no day-to-day administrative burden.
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
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.
