The collaboration pairs ExchangiFi's proprietary lists and data for Section 351 exchanges with Odyssey, our AI-driven advisor attribution engine, to reach the advisors most likely to back a fund during its launch window. As Ignites notes, the combined platform aggregates eight to nine digital touchpoints, including web traffic, PDF engagement, and email opens, to score advisor intent and route high-intent advisors to a matching pre-launch ETF.

Under Section 351 of the Internal Revenue Code, investors can transfer appreciated securities into a newly formed ETF in exchange for fund shares without triggering an immediate taxable event. The strategy has grown quickly among wealth managers looking to move concentrated or "locked-up" positions into ETF wrappers. The catch is timing. Issuers typically face a compressed three-to-four-month open window between an effective SEC registration and the fund's first day of trading, and once live trading begins, the tax-advantaged contribution window closes for good.