Solution introduction
One Platform, Three Capabilities
Advisors find 351 ETF launches, both sides test portfolios against the Section 351 rules, and sponsors run the launch. Use the part that belongs to your role
For advisors
Use the dashboard to find and evaluate Section 351 exchange ETF opportunities
Every open fund in one marketplace, with issuer, strategy tags, expense ratio, contribution deadline, and launch date on each listing.
For advisors and issuers
Use the optimization software to check portfolios at the account level and in aggregate
The software runs the 25/50 diversification test and screens each holding for intraday liquidity, one client account at a time and across every contribution in a syndicated launch, then reports the positions to adjust before submission.
For ETF sponsors
Manage the fund launch end to end
Advisors and issuers work from the same record: committed amounts, contribution deadlines, documents, and conversion status through to launch.
