Observed arrival · 2026-11-04
ExchangiFi’s 25/50 test
ExchangiFi offers Section 351 exchange software for financial advisors and ETF issuers, including portfolio checks, a fund marketplace, and custodian-ready exports.
○Open
⊠Login
$Paid
†Ads
✦Pretty
●Pro
◎Niche
◉Human
⚑Risk
ƒJS
- For
- Financial advisors and ETF issuers
- Worth noticing
- Its illustrative sample checks 47 holdings, with a largest position of 21.1% and the top five totaling 50.0%.
Field notes
The sample exchange panel tests diversification, strategy alignment, and whether securities qualify, then displays an illustrative result for a 47-holding portfolio. Its example lists a $2,953,642 market value and $356,839 in deferred capital-gains taxes, while cautioning that figures depend on position size, cost basis, and the receiving fund. Custodian exports are described for Schwab, Fidelity, Pershing, and others.
Observed signals
Read the marks
Editorial observations of this landing page, not a rating.
○OpenPublic substance visible
⊠LoginAccess appeared gated
$PaidCommerce or pricing visible
◎NicheUnusually specific use
ƒJavaScriptBrowser-side code central
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