ETF Lighthouse: A Solution for ETF Class Exchanges

A patent-pending process to streamline ETF class exchanges, eliminate next-day market risk, and enable transparent, same-day communication between all parties.

Schedule a call to learn more

Solving the ETF Share Class Exchange Bottleneck

ETF share classes are reshaping the fund industry — but operational barriers remain. Most firms lack a clean, automated way to exchange mutual fund shares for ETF shares without delays, risk, or confusion.

ETF Lighthouse is the first patent-pending solution that enables fast, secure ETF class exchanges across systems — and it’s available now.

Key Benefits:

  • Eliminates next-day market risk
  • Streamlines communications across fund families, intermediaries, and transfer agents
  • Proven in the first-ever multi-class mutual fund to ETF conversion
  • Integrates with your existing service providers

The Exchange Process, Simplified

Step 1

Receive exchange request

Step 2

Open end transfer agent approves request

Step 3

Confirm transactions with all parties — same day

Step 4

Deliver full recordkeeping and reconciliation back to all parties

Ready to Take the Next Step in ETF Class Exchanges?

Schedule a call to learn how ETF Lighthouse can support your firm’s dual class strategy.

Or email: kip.meadows@nottinghamco.com