Phoenix American
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.
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. Read more on https://bit.ly/3up2UjU
It’s no secret that the challenge of fund administration grows more complex with every passing year as alternative funds become more prevalent, sophisticated and subject to more regulatory scrutiny. Often, in-house fund operations staffs find themselves overwhelmed by the demands of database management, compliance, reporting and requests from investors and financial advisors. Read more on https://bit.ly/3fISMNW
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/3fPIueG
Issue and cancel certificates to reflect changes in ownership. For example, when a company declares a stock dividend or stock split, the transfer agent issues new shares. Transfer agents keep records of who owns a company’s stocks and bonds and how those stocks and bonds are held—whether by the owner in certificate form, by the company in book-entry form, or by the investor’s brokerage firm in street name. Read more on https://bit.ly/3wB6clE
Phoenix Leasing returned impressive returns to investors, supplied essential equipment lease options to businesses large and small, and built up the fund administrative, fund accounting, and reporting capabilities that would later distinguish the company as a third-party provider of back-office services. Read more on https://bit.ly/3viUFHz
Management benefits from their fund administrator’s operational knowledge and insights derived from its other clients, its history and its industry relationships. Fund administrators are acutely aware of changes in regulation, best practices and the most efficient structures and processes for managing various types of funds and strategies. Read more on https://bit.ly/34o7LY0
A transfer agent may be a bank, a trust company, a stand-alone transfer agent provider or a team within a corporation or investment fund acting as the company’s own transfer agent. An in-house team may license a transfer agent system to increase their own efficiency without the licensor being the ‘transfer agent of record’. Read more on https://bit.ly/34oZjI2
The Coronavirus pandemic has been a large-scale lesson in operational risk and disaster preparedness for fund sponsors. Although most disaster recovery planning failed to contemplate the scale and character of this event, the best prepared sponsors are experiencing the least risk to their ability to continue business and were able to blunt the worse effects of the crisis. Read more on https://bit.ly/3vuCChJ
Since 1993, Phoenix American has performed corporate services, fund administration, fund accounting and cash management for aircraft and engine leasing transactions of every size, scope and complexity. In 2007, our office in Shannon, Ireland was established to serve ABS clients and now employs over 50 finance professionals. Read more on https://bit.ly/3hZpGMR
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. Read more on https://bit.ly/3oWg1rY
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/3uxQUg6
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Inspired Healthcare Capital (“IHC”). Phoenix will support IHC with its advanced transfer agent system and industry leading investor services platform, as well as fund accounting and financial reporting services. Read more on https://bit.ly/2QYyqYq
Phoenix American, a leading transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and developer of a subscription automation platform built to streamline investing in alternatives, have announced an integration partnership to provide a seamless, fully digital purchase process for client funds. Read more on https://bit.ly/3uEQ4hF
STAR-XMS’s integration with the Altigo platform, achieving end-to-end data connectivity with no paper documents, will represent a competitive advantage for client fund sponsors. Advisors will enjoy simple, transparent and efficient access to alternative investment products. Read more on https://bit.ly/3uEW2iP
Streamlining The Investment Process For Alternative Investments | Phoenix American - Fund Accounting Service The partnership for straight-through processing is a key step in advancing the investor and...
The partnership for straight-through processing is a key step in advancing the investor and advisor experience of the alternative investment industry. Digitizing and streamlining the investment process accomplishes three important goals: accelerating the purchase of alternative investment products. Read more on https://bit.ly/3wKvvlu
“Our goal is to make alternative investments as easy to own as a mutual fund,” said Bill Robbins, CEO at WealthForge. “Integrations with key participants in the investment process like Phoenix American are important steps toward creating a seamless experience and providing additional value to our users.” Phoenix American, an innovator in the alternatives industry, welcomes the added efficiency of the WealthForge integration. Read more on https://bit.ly/3paosQv
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. Read more on https://bit.ly/3i6vlka
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/2S5ztq8
Phoenix American, a leading transfer agent and fund administration provider for alternative investments and WealthForge, a registered broker-dealer and developer of a subscription automation platform built to streamline investing in alternatives, have announced an integration partnership to provide a seamless, fully digital purchase process for client funds. Read more on https://bit.ly/3wWB1RU
Waterfall structures can become very granular. Venture capital and real estate fund managers often have complex waterfalls. Special situations and side letters for particular LPs add significant complexity. The greater the granularity of the waterfall structure the more items fund accounting will have to track from the outset and calculate on an ongoing basis. Read more on https://bit.ly/2UsJyyn
When you begin working with a fund accounting provider, you want to know what to expect from working with your fund accountant on a day-to-day basis. Fundamentally, fund accounting will maintain the books and records for the investment portfolio, perform capital calls and distributions to investors, and provide reporting to management on the disposition and performance of the fund assets. Read more on https://bit.ly/3dSzrts
Based in New York, RealBlocks democratizes access to alternative investments by digitizing shares of funds over a blockchain-enabled network. The network is designed to create enhanced levels of liquidity and access for the traditionally complex world of alternatives, thereby enabling fund managers, financial intermediaries and investors greater control and impact over their performance. Read more on https://bit.ly/2VcgCe9
Phoenix American is pleased to announce its new client partnership with real estate investment management firm Bonaventure. Phoenix American will support Bonaventure with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services.
Advanced operational solutions are critical to the success of today’s fund sponsors. The increasing demands and expectations of both investors and regulators have magnified the back-office burden for fund sponsors in recent years. Phoenix American has combined the most efficient systems and precisio
Phoenix American Financial Services provides leading-edge fund administration, accounting and technology for the alternative assets industry. As an SEC-registered transfer ...
