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Updated by adamscarollosangeles on Jul 01, 2020
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10 Ways Self-Adminstation Is Losing Your Fund Money

The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services, sales reporting, investor phone support, web portal solutions, printing, fulfillment and compliance support, are many and varied.

10 Ways Self-Adminstation is Losing Your Fund Money – Phoenix American Financial Services, Inc

T he benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services, sales reporting, investor phone support, web portal solutions, printing, fulfillment and compliance support, are many and varied. But here are 10 ways that third-party back office outsourcing simply benefits the bottom line:

10 Ways Self-Adminstation Is Losing Your Fund Money - Phoenix American

The costs and complications of maintaining an in-house staff for fund operations only magnify as your fund succeeds and grows. Sick time, vacations, employee benefits, training, etc. are an unnecessary headache and considerable expense to a successful and expanding office. Hiring and firing, overstaffing and understaffing, training and retraining are ongoing challenges. Read more on https://bit.ly/3cRvzpk

COVID-19 and Commercial Real Estate, the Road Ahead - Phoenix American - Phoenix American

As the administrator for a wide variety of commercial real estate funds, Phoenix American has a unique perspective on the unfolding impact of recent events on this asset class. From our fund administration role as well as from consultations with sponsors, investors and partners in the industry, we have seen the shock of the economic shut-downs absorbed. Read more on https://bit.ly/3cWeCtI

The benefits to investment funds of outsourced fund operations, including fund accounting, administration, tax services, sales reporting, investor phone support, web portal solutions, printing, fulfillment and compliance support, are many and varied. But here are 10 ways that third-party back office outsourcing simply benefits the bottom line:

What To Look For When Choosing A Fund Administrator

If you have decided to partner with a fund administrator for your alternative investment fund, you’ve taken an important step. A professional back-office infrastructure is a smart

The Way Tax Season Should Be - Phoenix American

For alternative investment funds, tax season can be an onerous and distracting chore. But it doesn't have to be. With a stricter regulatory environment in place than in years past, federal, state, loc

As the administrator for a wide variety of commercial real estate funds, Phoenix American has a unique perspective on the unfolding impact of recent events on this asset class. From our fund administration role as well as from consultations with sponsors, investors and partners in the industry, we have seen the shock of the economic shut-downs absorbed and addressed by real estate fund sponsors of every size, with portfolio assetsof every property type, in regions throughout the country. From what had been a strong beginning to the year, we witnessed unprecedented challenges for fund sponsors emerge in the wake of the COVID-19 pandemic crisis. From this one cause, we see a variety of effects emerging for commercial real estate funds going forward.

The Way Tax Season Should Be - Phoenix American | phoenixamericanのブログ

For alternative investment funds, tax season can be an onerous and distracting chore. But it doesn't have to be. With a stricter regulatory environment in place than in years past, federal, state, local and foreign tax filings as well as sales use tax, property tax, income tax, 1065 e-filing, 1099s and K-1s must be prepared with precision,.

What To Look For When Choosing A Fund Administrator - Phoenix American

What To Look For When Choosing A Fund Administrator - Phoenix American If you have decided to partner with a fund administrator for your alternative investment fund, you’ve taken an important step. A...

COVID-19 and Commercial Real Estate, the Road Ahead - Phoenix American

The Covid-19 pandemic changed everything. States enacted shelter-in-place policies to stop the spread of the virus, forcing everything from businesses, schools, entertainment, to medical and personal

Fund Accounting: What To Look For When Choosing A Fund Administrator

If you have decided to partner with a fund administrator for your alternative investment fund, you’ve taken an important step. A professional back-office infrastructure is a smart business decision, allowing you to focus your team’s skills and resources on sales and investments. But a working partnership that is likely to last. Read more on https://bit.ly/37BoQyw

Note : COVID-19 and Commercial Real Estate, the Road Ahead - PHXA

The market demand for commercial space was strong as well. Rents grew steadily – depending on the asset class – at a moderate to robust rate. The only part of the market not busy in recent years has been workout specialists and high-yield vulture funds, who have had very few assets from which to choose. The Covid-19 pandemic changed everything. Read more on https://bit.ly/3efuity

The Way Tax Season Should Be - PHXA

A typical approach for many funds is to hire an outside CPA to work in conjunction with in-house employees. This can be far more difficult and expensive than it seems. To manage their own tax document preparation, a fund not only must hire one or more outside CPAs but also dedicate in-house operations personnel tasked with producing, processing and auditing. Read more on https://bit.ly/2N7Cosf

COVID-19 and Commercial Real Estate, the Road Ahead - Phoenix American

With so many workers losing paychecks, and rent strikes being organized in many cities, market pros worried that rent payment would plummet. But two months into the downturn, those fears are not materializing. Some 92 percent of tenants made rent payments in April, only 4 percent less than the same month a year ago, according to the National Multifamily Housing Council. Read more on https://bit.ly/3dgZgAn

What To Look For When Choosing A Fund Administrator - Phoenix American – Telegraph

If you have decided to partner with a fund administrator for your alternative investment fund, you’ve taken an important step. A professional back-office infrastructure is a smart business decision, allowing you to focus your team’s skills and resources on sales and investments. But a working partnership that is likely to last for 3 to 5 years is something to be approached carefully. These are the most important things you will need to know before choosing a fund administrator.

Phoenix American Financial Services - ULOG

Phoenix American Financial Services provides [url=https://www.phxa.com/]leading-edge [b]fund admi...

phoenixamerican's Profile | FileForum

Phoenix American Financial Services provides leading-edge fund administration, accounting and technology for the alternative assets industry. Contact us @415-485-4500 or visit site to get more details: https://www.phxa.com/fund-accounting/

Fund Accounting: The Way Tax Season Should Be - Phoenix American

For alternative investment funds, tax season can be an onerous and distracting chore. But it doesn't have to be. With a stricter regulatory environment in place than in years past, federal, state, local and foreign tax filings, as well as sales, use tax, property tax, income tax, 1065 e-filing, 1099s and K-1s must be prepared with precision. Read more on https://bit.ly/3dmzgDw

AD Securities America on Behance

Phoenix American Financial Services, Inc. (“Phoenix American”) is pleased to announce its new client partnership with AD Securities America LLC (“AD Securities”). Phoenix American will support the back office operational needs of AD Securities’ asset management business with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management/transfer agent system. Read more on https://bit.ly/2V5mTFA

The Way Tax Season Should Be — Phoenix American - PhoenixAmerican - Medium

For alternative investment funds, tax season can be an onerous and distracting chore. But it doesn’t have to be. With a stricter regulatory environment in place than in years past, federal, state…

The Way Tax Season Should Be - Phoenix American

For alternative investment funds, tax season can be an onerous and distracting chore. But it doesn't have to be. With a stricter regulatory environment in place than in years past, federal, state, local and foreign tax filings as well as sales use tax, property tax, income tax, 1065 e-filing, 1099s and K-1s must be prepared with precision,.

COVID-19 and Commercial Real Estate, the Road Ahead - Phoenix American (Download Completed Ebook)

After a decade of prosperity, commercial real estate is facing a crisis that was entirely unforeseen. What’s the early prognosis for how it will fare? Although the downturn is in its early stages and the full extent of the downturn may not be clear for months, we can draw some initial lessons. Read more on https://bit.ly/3evJjaQ

What To Look For When Choosing A FundAdministrator - Phoenix AmericanPhoenix American

If you have decided to partner with a fund administrator for your alternative investment fund, you’ve taken an important step. A professional back-office infrastructure is a smart business decision, allowing you to focus your team’s skills and resources on sales and investments. But a working partnership that is likely to last for 3 to 5 years is something to be approached carefully. These are the most important things you will need to know before choosing a fund administrator.

Note : PHXA - Announces New Client Partnership with AD Securities America

AD Securities is a diversified financial services firm making strategic investments in businesses with the aim of restructuring, recapitalizing, and/or amalgamating to add value. AD maintains a global network of professional contacts and private investors through its corporate advisory services business. The group’s investment management arm, AD Asset Management LLC provides investment products tailored to clients’ needs. Read more on https://bit.ly/37XUtCM

The Way Tax Season Should Be - Phoenix American - Slashdot

For alternative investment funds, tax season can be an onerous and distracting chore. But it doesn't have to be. With a stricter regulatory environment in place than in years past, federal, state, local and foreign tax filings as well as sales use tax, property tax, income tax, 1065 e-filing, 1099s ...