7
Inland
Inland Securities
Oct. 29, 2020
The Idea
Create an Inland 1031 Private Exchange Platform (IPEP) that provides premium marketing and processing services for the Inland FA, RIA, and Broker-Dealer network
Benefits
Delivers full transactional visibility for all DST/1031 transactions
Provides 1031 advisory services and training for the Inland sales network
Provides 1031 marketing materials that will strengthen smaller FAs, RIAs, and Broker-Dealers
Standardizes 1031 processing and increases transactional efficiency
Lays the groundwork for a seamless DST/1031 rollover process
Inland 1031 Private Exchange Platform
(IPEP)
Private label 1031 exchange services for FAs, RIAs, and Broker-Dealers
Training
IPEP Website/Landing Page
1031 Training Courses
Inland 1031 Services Hub
Online ID Portal
Exchange Center
45 Day Idenitfication
1031 Exchange Processing
1031 Media Content
Education and Tools
Web plugins and social media
Exchange Planning Content
Fyntex Confidential Information
IPEP Website/Landing Page
1031 services hub that supports the Inland Broker-Dealer and RIA network
- Provides Broker-Dealers with 24/7 access to the Fyntex Exchange Center via a secure online portal
- Provides access to 1031 educational content and training programs
- Provides access to 1031 website plugins and social media content
- Provides access to an Online Identification planning and processing tool for assisting clients through their 45 day ID process
Fyntex Confidential Information
Fyntex Exchange Center
Encrypted online processing platform for Inland sales network
- Provides Inland sales network and clients with 24/7 visibility via a secure online portal
- Clients can securely view their exchange documents, funds balance, and funds activities throughout the transaction
- Inland can monitor all 1031 exchanges and use data analytics to track performance of transactions across their ecosystem
- Inland sales network can initiate 1031 exchanges via the IPEP
Fyntex Confidential Information
Education and Tools
A collection of web based tools, calculators, and other educational resources to educate FAs, RIAs, and Broker-Dealers about 1031 exchanges
- Vesting Wizard
- Calculators
- 45/180 Day Calculator
- Easy 1031 Math
- Capital Gain Estimator
- FAQs
- 1031 Exchange Guide
- Keys to 1031 Exchanging
- Etc.
Fyntex Confidential Information
1031 Training
Online training portal for equipping and training Inland's sales network
- Self help courses that teach the basics of 1031 exchanging
- Includes a variety of case studies to show how clients can use 1031 exchanges to defer taxes when buying and selling investment property
- Schedule live training sessions for sales network
Fyntex Confidential Information
Online Identification Portal
Online 45 day identification processing
- Ensures an IRS compliant identification form is completed correctly and electronically archived
- Ensures compliance for 200% rule identification
- Integrate Inland DST database into the ID property library to ensure proper DST identification
- DST Name
- Underlying DST properties
- Provides secure digital signature process for ID
Fyntex Confidential Information
1031 Digital Media Content
An online library of digital media content to enhance inbound and outbound marketing activities for Inland's sales network
- 1031 Resource Center (educational plug-ins) for corporate websites
- Optional - Digital media content for social media platforms - Instagram, Facebook, Twitter, and Linkedin
- Memes and Videos
Fyntex Confidential Information
Future Work
- Backend integration between Inland DST database and Fyntex ID Module
- Modify ID Wizard to include LTV, Beneficial Interest, DST total value, etc
- Fully automate the end to end ID process
- Create DST oriented social media
- Create new management portal for Inland that provides both Deal Tracking and Start an Exchange capability
- Integrate all compliance language/requirements into IPEP
- Modify exchange docs to include specific Hold Harmless language for Inland, etc.
- Augment Training page with additional courses targeted at the Inland sale network - FAs, RIAs, and Broker-Dealers
- Customer 1031 Resource Center plugin for Inland's sales network
Fyntex Exchange Center Screencaps
Client View
Summary
Client View
Exchange Documents
Client View
Funds Status
Client View
Secure Messaging
Inland View
Summary of Exchanges
Inland View
Data Analytics
Have Questions?
Contact us!
844-655-1031
info@fyntex.com