1031 managed services: the platform plus a team behind it

What's included

• Guided onboarding: we configure your firm's workspace, branding, team roles and document templates.
• Data migration: we help move existing clients and active exchanges from spreadsheets or legacy systems (included with Custom onboarding, priority on Elite).
• Dedicated success manager: a named contact who knows your firm and your workflow.
• 24/7 priority support: free on Elite and Custom plans, because deadlines don't wait for business hours.
• Fully managed infrastructure: hosting, updates, monitoring and backups handled by DeferAlly.
• CRM integration: HubSpot or Salesforce sync set up for you on Elite (add-on) and Custom plans.
• Custom integrations and dedicated infrastructure for institutions, with SLAs and audit support.

What managed services mean, and what they don't

DeferAlly is a technology company, not a Qualified Intermediary. Our managed services cover the platform, your data and your team's success on it. Your firm, or the QI you partner with, remains responsible for holding exchange funds and for the legal and tax advice given to clients. That clear line keeps you in control of your client relationships.

Who uses 1031 managed services

Firms that are growing quickly and don't want to build an internal operations team. Established QIs moving off a legacy system that need their history migrated carefully. Family offices and wealth managers running exchanges across several entities. Attorneys and CPAs who want a branded exchange experience without becoming software administrators.

How it works

Book a demo and we'll map your current process, from intake through closing. We then configure DeferAlly around it, migrate your data, train your team in a short session and stay alongside you through your first exchanges. After launch your success manager checks in regularly and 24/7 support is a message away.

Frequently asked questions