PHOENIX AMERICAN ANNOUNCES NEW CLIENT PARTNERSHIP WITH LIGHTHOUSE LIFE CAPITAL

Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with Pennsylvania-based life settlement company Lighthouse Life Capital. Phoenix American will fulfill the back-office operational needs of Lighthouse Life with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. Lighthouse Life will benefit from Phoenix American’s combination of advanced technology, partner-oriented client service and long experience with the unique operational requirements of alternative investment funds.

PHOENIX AMERICAN ANNOUNCES NEW CLIENT PARTNERSHIP WITH DST FUND SPONSOR CAPITAL SQUARENew Partnership Reflects Phoenix American Experience with Alternative Real Estate Funds and Specialization in Services for Delaware Statutory TrustsPhoenix American, a leading fund administration.

Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX), a digital platform built to improve processes for…

Phoenix American Financial Services and its subsidiary PAFS Ireland, Ltd (“Phoenix American”) announced solid business and operational progress in 2020, building on the company’s nearly 25-year industry-leading role as provider of managing agent services for asset-backed securitizations (ABS) in the commercial aviation industry. Read more on https://bit.ly/3pOHVVu

Phoenix American provides complete fund accounting services for both onshore and offshore funds. Accounting solutions are for any corporate entity with any accounting needs from basic bookkeeping to specialized full-service tax and accounting at the fund, asset or corporate level. Read more on https://bit.ly/3kiv0tI

Phoenix American provides complete fund accounting services for both onshore and offshore funds. Accounting solutions are for any corporate entity with any accounting needs from basic bookkeeping to…

Lighthouse Life Capital’s fixed income debt investments, Beacon Bonds, provide investors the ability to participate in the life settlement asset class. Lighthouse Life’s strategy is to source and purchase unwanted, unneeded or unaffordable life insurance policies and generate revenue from the resale of the policies to third-party purchasers. Proceeds from Beacon Bonds are used to expand networking, marketing and advertising of Lighthouse Life’s life settlement services and to purchase additional policies. Lighthouse Life works with financial professionals, including insurance agents, financial advisors, accountants, and others who advise and assist life insurance policy owners with the sale of unwanted policies. The goal is to realize return from the resale of policies in weeks or months rather than years, mitigating the risk of constructing and maintaining a portfolio of policies typically associated with life settlement funds.

Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with New York-based real estate investment and development firm, Time Equities Inc. (“TEI”). Phoenix American will fulfill the back-office operational needs of TEI with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. TEI will benefit from Phoenix American’s combination of advanced technology, partner-oriented client service and long experience with the unique operational requirements of alternative investment funds.

Your customized web portal delivers fast, versatile, interactive access to STAR-XMS data. Users have dynamic web-enabled access to the information they need with a secure interface. Sponsors access the full universe of their investor information and easily communicate updates and marketing.

Phoenix provides end-to-end fund administration for funds of any scale, regardless of AUM or investor count. The revolutionary STAR-XMS fund administration system centralizes all back-office functions in a single system with powerful reporting capabilities, enabling Phoenix to achieve an unparalleled level of operational efficiency. Read more on https://bit.ly/3073M03

STAR-XMS (Syndication Tracking and Reporting with Expanded Marketing and Sales Capabilities) is our proprietary investor recordkeeping system for outsourced fund administration services. The system is also available under license to self-administered funds to reduce their costs and maximize back-office efficiency.

Phoenix American provides complete fund accounting services for both onshore and offshore funds. Accounting solutions are for any corporate entity with any accounting needs from basic bookkeeping to specialized full-service tax and accounting at the fund, asset or corporate level. Phoenix appreciates the unique needs of every client with dedicated customer service and meticulous attention to detail.

Overview Transparency and responsiveness with investors and advisors promote loyalty and enhance the credibility of your brand. Web portal, email, phone and mail communications are all centralized and tracked in the STAR-XMS system, giving investors the information they need to manage their f

Your customized web portal delivers fast, versatile, interactive access to STAR-XMS data. Users have dynamic web-enabled access to the information they need with a secure interface. Sponsors access the full universe of their investor information and easily communicate updates and mark

Phoenix provides end-to-end fund administration for funds of any scale, regardless of AUM or investor count. The revolutionary STAR-XMS fund administration system centralizes all back-office functions in a single system with powerful reporting capabilities, enabling Phoenix to achieve an unparalleled level of operational efficiency. Sales and transaction reporting output empowers your sales teams to drive success. Phoenix is an SEC-registered transfer agent with SOC 1, Type II audited processes. Many self-administered funds use STAR-XMS for their own operational use.

In a recent post we discussed ten ways outsourced fund administration saves you money. But it gets better. There are actually four ways the right fund administration provider can make you money. Obviously, as an agnostic third-party provider of back-office services, your fund administrator is not in a position to introduce capital, refer potential investors or in any way promote your investment product. However, if your fund administration provider is deeply experienced, uniquely equipped and genuinely aligned with your interests as a fund manager, there are four ways your back office can significantly enhance your ability to raise new funds.

We’ve recently embarked on an update of our brand image to coincide with today’s launch of our new website. We’re excited to add this milestone to Phoenix American’s 48 years in operation. As we look…

Phoenix American provides complete fund accounting services for both onshore and offshore funds. Accounting solutions are for any corporate entity with any accounting needs from basic bookkeeping to specialized full-service tax and accounting at the fund, asset or corporate level. Phoenix appre

There are a number of important decisions with regard to capital calls that need to be made at the outset as well. First, the content of the capital call itself. It is worth considering in advance how much and of what kind of information to include in your capital calls to avoid confusion and unnecessary questions. How detailed do you want capital calls to be? Read more on https://bit.ly/3etP5MY

Your customized web portal delivers fast, versatile, interactive access to STAR-XMS data. Users have dynamic web-enabled access to the information they need with a secure interface. Sponsors access the full universe of their investor information and easily communicate updates and marketing. Read more on https://bit.ly/2OXWLfx