Phoenix American
Phoenix American attributes its continued success to an uncompromising insistence on excellence in every aspect of its service offering. The company utilizes Oracle Financials for its general ledger accounting and adheres to robust processes, procedures and controls.
Phoenix American attributes its continued success to an uncompromising insistence on excellence in every aspect of its service offering. The company utilizes Oracle Financials for its general ledger accounting and adheres to robust processes, procedures and controls. The company’s long-tenured work force represents deep levels of operational experience.
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. Read more on https://bit.ly/3suENzG
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. Read more on https://bit.ly/2Qz8T7S
Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including DSTs and Qualified Opportunity Zone (QOZ) funds. Founded in 2012, the company has completed over $2.3 billion in transaction volume. The firm is a leading sponsor of DST offerings for both investors seeking replacement property as part of a Section 1031 exchange and cash investors. Capital Square currently focuses on multifamily and healthcare properties for most of its DST offerings. The company sponsors turn-key real estate investment offerings with low investment minimums providing investors access to larger and higher quality real estate. The company also sponsors QOZ funds for investors seeking the benefits available under the Tax Cuts and Jobs Act of 2017.
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 investing in alternatives, have announced an integration partnership to provide a seamless, fully digital purchase process for client funds. The partnership will enable investors to purchase alternative investment products digitally using the AIX platform resulting in a complete and active investment record in the Phoenix American transfer agent system, STAR-XMS, with no manual intervention.
PHOENIX AMERICAN FINANCIAL SERVICES ANNOUNCES NEW CLIENT PARTNERSHIP WITH VALEO GROUPE AMERICASPhoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with investment management firm Valeo Groupe Americas, LLC (“Valeo”). Phoenix will support Valeo with
PHOENIX AMERICAN FINANCIAL SERVICES AND PAFS IRELAND, LTD ANNOUNCE JOHN MCINERNEY WINNER OF THE AIRLINE ECONOMICS MAGAZINE FUTURE LEADER OF THE YEAR AWARD FOR 2020. Phoenix American Financial…
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 to the future, we’re also taking this opportunity to look at our surprising history and how it has shaped the company we are today. Read more on https://bit.ly/3glroqW
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 American, a leading fund administration provider, is pleased to announce its new client partnership with private equity real estate investment fund sponsor, Capital Square. Phoenix American will fulfill the back-office operational needs of Capital Square with its industry-leading investor services platform. Read more on https://bit.ly/3dA6qD0
Founded in 1966, Time Equities, Inc. (“TEI”) has been in the real estate investment, development, and asset and property management business for more than 50 years. TEI currently holds in its own portfolio approximately 33.6 million square feet of residential, industrial, office and retail property, including about 5,000 multi-family apartment units. Read more on https://bit.ly/2Qj8VRd
The AIX Platform integration will also enable Phoenix American to create opportunities for advisors to participate in alternatives, providing a significant competitive edge. AIX’s technology was built to provide dynamic check points across the entire investment life-cycle, removing obstacles that advisors and wealth management home offices often encounter. Read more on https://bit.ly/3ecKn4q
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/3n4koQT
Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with private equity real estate investment fund sponsor, Capital Square. Phoenix American will fulfill the back-office operational needs of Capital Square with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system as well as specialized fund accounting and financial reporting services. Capital Square will benefit from Phoenix American’s combination of advanced technology, partner-oriented client service and experience with the unique operational requirements of real estate 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. Read more on https://bit.ly/3dXANmV
Founded in 1966, Time Equities, Inc. (“TEI”) has been in the real estate investment, development, and asset and property management business for more than 50 years. TEI currently holds in its own…
Simply put, fund administration is the outsourced performance by a third party of back-office functions for an investment fund. In terms of the investment portfolio (the asset side), fund administration involves accounting, tracking and reporting transactions and values for the portfolio as a whole and, if necessary, for the portfolio assets individually. Read more on https://bit.ly/2QF4Ve9
Phoenix American Financial Services Inc. (Phoenix) announced today that the company has hired Tony Olivo as Vice President of Sales. Mr. Olivo will be responsible for implementing the company’s sales strategy, developing and maintaining an expanded client base for the fund accounting, investor services, back office outsourcing and technology solutions Phoenix provides to alternative investment funds. Read more on https://bit.ly/2Qy0TEx
Phoenix American attributes its continued success to an uncompromising insistence on excellence in every aspect of its service offering. The company utilizes Oracle Financials for its general ledger accounting and adheres to robust processes, procedures and controls. The company’s long-tenured work force represents deep levels of operational experience. Read more on https://bit.ly/3vusGnS
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/3eCXlss
Phoenix American Financial Services provides leading-edge fund administration, accounting and technology for the alternative assets industry. As an SEC-registered transfer ...
