Technology that expedites every 1031 exchange.
Qualified intermediaries, family offices and wealth managers run their entire 1031 practice on DeferAlly — unlimited exchanges, automated compliance, e-signed documents and a white-labeled client portal, all from one elegant dashboard.
A complete intermediary back office
Multi-client dashboard
Manage every client's exchange, deadlines and documents from one command center.
Automated compliance
45 & 180-day deadlines tracked automatically with proactive alerts for your whole book.
Docs + e-signature
Auto-generate every exchange document and get it signed online with AllySign — no add-ons.
Bank-grade security
Segregated FDIC-insured accounts, SOC-ready controls and full audit trails.
White-label portal
Put your brand front and center with a fully white-labeled client experience.
Multi-entity support
Built for family offices managing complex structures across many entities.
Everything the old guard does — without the friction.
If you've evaluated QI platforms, here's how DeferAlly stacks up. Same core workflow, modern experience, and a client portal your clients will actually love.
Auto-generated docs + e-sign
Exchange Agreement, Assignment, Designation Notice & Final Summary — pre-filled from the file and signed online with AllySign.
Escrow & interest ledger
Track every deposit and disbursement, see the live balance held, and the interest accruing on the file.
45-day identification engine
Add replacement properties and we validate the 3-property, 200% and 95% rules instantly — with a one-click designation notice.
Ally AI built in
An AI co-pilot that drafts client updates, answers 1031 questions, and proactively flags deadlines — not bolted on, native.
| Capability | DeferAlly | Legacy QI suites |
|---|---|---|
| Multi-client exchange command center | ||
| 45/180-day deadline tracking & alerts | ||
| Escrow ledger + interest accrual | Limited | |
| 45-day identification rule validation | Limited | |
| Import clients via CSV + Salesforce/HubSpot sync | ||
| Auto-generated exchange documents | ||
| Built-in e-signature | Paid add-on | |
| Native AI assistant (Ally) | ||
| White-label client portal | Limited | |
| Compliance audit log & exports | ||
| Modern, no-training-needed UI |
Comparison reflects DeferAlly's own assessment of commonly marketed features of legacy qualified-intermediary platforms; product names are trademarks of their respective owners and are referenced for comparison only.
Bring your entire book of business with you.
Connect your CRM and your clients flow straight into DeferAlly — no re-keying, no spreadsheets emailed around. Legacy QI suites like Accruit make you enter every client by hand. We let you sync Salesforce or HubSpot, or bulk-import a CSV, and start running exchanges the same day.
Salesforce sync
AvailableAuthorize once — import Contacts (and Leads) as clients, and every exchange milestone posts back as a Salesforce Task or custom object.
HubSpot sync
AvailableConnect your portal to import Contacts as clients, and mirror 1031 status changes onto the contact's timeline and properties.
CSV / spreadsheet import
LiveDrag in a client list and we de-dupe and onboard them instantly. No CRM required.
Connect in one click
Authorize Salesforce or HubSpot with secure OAuth — nothing to install, no CSV wrangling. Revoke access anytime.
Contacts become clients
We pull your Contacts in and turn them into DeferAlly clients, de-duped and ready to open a 1031 exchange.
Status flows back
As each exchange hits its 45-day ID, closing and completion milestones, we write it back to the contact as a task, property or timeline note — your CRM stays the system of record.
Simple, transparent pricing
Scale your 1031 practice without per-exchange fees eating your margin.
Boutique
For small firms & RIAs
- Up to 25 exchanges/mo
- Client portal
- AI guide for clients
- Email support
Professional
For wealth managers
- Unlimited exchanges
- White-label client portal
- Compliance tracking
- Dedicated success manager
- Interest-share analytics
Family Office
For institutions & QIs
- Everything in Professional
- Multi-entity management
- API & integrations
- SLA & audit support
- Custom onboarding
See DeferAlly in action
Book a personalized walkthrough and we'll show you how to modernize your 1031 practice.