Streamlining the Investment Process for Alternative Investments Phoenix American

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/3gt6xjY

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. Fully automated straight-through processing will help to scale the alternatives industry by eliminating the factors that discourage wealth managers. Read more on https://bit.ly/3wkWsfK

The partnership between Phoenix American and Forge Trust addresses a key challenge in the alternative investment industry. IRA investors in alternative funds account for a large portion of a typical capital raise for sponsors. These investors are typically required to establish a dedicated custodian account with a provider that has an existing relationship with the sponsor. Read more on https://bit.ly/3ggSv6m

The partnership between Phoenix American and Forge Trust addresses a key challenge in the alternative investment industry. IRA investors in alternative funds account for a large portion of a typical capital raise for sponsors. These investors are typically required to establish a dedicated custodian account with a provider that has an existing relationship with the sponsor.  The paper-intensive process of establishing the new account, then initiating a transfer of qualified funds from another custodian.

On May 11, Mr. Montenecourt will participate in the panel: Pandemic Workaround to Mainstream. During the past year, the challenges of remote work, lock downs and the broad disruption to the business world forced companies to adapt in order to continue functioning. Several new practices put in place

 Phoenix American is pleased to announce its client partnership with Modiv Inc. Phoenix is supporting Modiv with its advanced transfer agent system, STAR-XMS, and industry leading investor services platform with customizations to accommodate Modiv’s innovative approach to product distribution. Modiv benefits from Phoenix’s combination of advanced technology, focus on customer service and long experience with the operational requirements of unique.

Phoenix American customized solutions for Modiv’s unique technical requirements on an expedited basis. Complete data conversion and the establishment of protocols for seamless communication between Phoenix and Modiv systems were accomplished within one month while Modiv was able to continue operations as usual. Read more on https://bit.ly/3d44ulN

Modiv is a real estate, fintech and proptech asset manager focused on reimagining modern real estate investing. Driven by innovation, an investor-first focus and an experienced management team, Modiv has created one of the largest non-listed real estate investment funds to be raised via crowdfunding technology and is the first real estate crowdfunding platform to be completely investor-owned. Read more on https://bit.ly/3vsAE0A

There are five standard deliverables you will expect to receive from your fund accounting firm at a frequency you will determine when you set up the account.Balance sheet – This is a snapshot of the assets, liabilities and members’ equity for the fund.Income statement – This is a statement of operat

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.

The most likely investors in your next fund are your existing investors. You have already cultivated a relationship with them, familiarized them with the way that you do business and given them the benefit of your management skills with healthy returns on investment. But what has been their day-to-day investor experience? Do their tax documents arrive on time? Is the performance reporting they receive clear and easy to understand? Read more on https://bit.ly/3wFBsAD

The largest investors of all, pension funds, endowments and family offices look for high quality outsourced fund administration as part of their due diligence process for prospect funds. In the eyes of many institutions, fund sponsors who perform their own back-office processes are assuming an unacceptable operational risk. Read more on https://bit.ly/35DGeCB

A fund administrator’s reputation among financial advisors is also be a positive factor for sales. Advisors want a smooth experience with the transfer agent or fund administrator with minimal errors and delays and a maximum of efficient data flow and responsiveness resulting in an accelerated admit date. The connectivity of the fund administration system is a significant factor as well.

Phoenix American And Forge Trust Announce Partnership To Deliver Affordable Custodian Services For Alternative Investment Fund Sponsors Phoenix American, a leading transfer agent and fund administrator for alternative investment sponsors, and Forge Trust, a leading provider of custody services for alternative investments, have announced a partnership to make it easier to invest in alternative assets for IRA account holders. Read more on https://bit.ly/3xBcKBc

The partnership between Phoenix American and Forge Trust addresses a key challenge in the alternative investment industry. IRA investors in alternative funds account for a large portion of a typical…

The partnership between Phoenix American and Forge Trust will also feature a technical integration to modernize the investor’s day-to-day experience. Automated position files from Phoenix American will ensure that investor accounts at Forge Trust are always up to date with the latest changes. Phoenix American and Forge Trust will work together to support the customer service needs of client investors. Read more on https://bit.ly/2UkwbA7

Phoenix American 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 American to achieve an unparalleled level of operational efficiency. Sales and transaction reporting output empowers your sales teams to drive success.

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. 

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/3vLp7cF

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 digit..

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.

Outsourced fund administration is increasingly popular among emerging fund managers. Established investment firms are also finding it prudent to transition from in-house administration to third-party fund administration. There are 10 principal considerations driving this trend. An effective division of labor makes any organization its most efficient. Read more on https://bit.ly/3xD50iM

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. Read more on https://bit.ly/3yUuEQ2

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. Our robust teams of accomplished ABS specialists employ refined processes, procedures and controls to ensure accuracy.

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. Read more on https://bit.ly/3i7iEnI