Proprietary Technology - Phoenix American Financial Services

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 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/3dbQLcr

Phoenix American Financial Services, Inc. (“Phoenix“) is pleased to announce its new client partnership with LaSalle Investment Management (“LaSalle”) to support their new 1031 platform of products. Phoenix will support LaSalle with its advanced proprietary transfer agent system, STAR-XMS, and industry leading investor services platform, which combines advanced technology, a focus on customer service. Read more on https://bit.ly/3xRJxCb

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://adobe.ly/3qkPGEG

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’s STAR-XMS transfer agent system operates as the back-end investor database to Modiv’s electronic front-end system. STAR-XMS, which integrates and streamlines all back-office functions for alternative funds, was developed from Phoenix American’s extensive direct experience as a fund sponsor as well as decades of experience as a third-party administrator for alternative investments. Read more on https://bit.ly/3gSopq4

Phoenix American SalesFocus Solutions was founded in the 1990s to leverage the marketing automation and sales reporting capacity of the Phoenix Leasing sales department in support of the sales teams of asset management firms. The MARS system, SalesFocus’ CRM sales reporting and compliance application, transforms sales and asset data into actionable business intelligence to drive sales, integrating with all the most widely employed data sources and software providers.

The company culture of the Phoenix American workforce is that of a family and team. Your team. Our passion for the work we do and our enthusiasm for working together is what makes Phoenix American a premium provider and a great place to work. Partnering with Phoenix American is as much like working with your own employees as we can make it, with many added benefits.

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…

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Sandy Bay Partners (“Sandy Bay”). Phoenix will fulfill the back-office operational needs of Sandy Bay with its industry leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system.

Partnership Reflects Phoenix American Expertise with Straight-Through Processing for Online Investment Platforms 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 inves..

Phoenix American’s STAR-XMS transfer agent system operates as the back-end investor database to Modiv’s electronic front-end system. STAR-XMS, which integrates and streamlines all back-office functions for alternative funds, was developed from Phoenix American’s extensive direct experience as a fund sponsor as well as decades of experience as a third-party administrator for alternative investments. Read more on https://bit.ly/3qFLcIP

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/3qAACmc

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://adobe.ly/3hhFb0D

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

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.

New Partnership Reflects Phoenix American Experience with Alternative Investment Funds and Proficiency with All Asset ClassesPhoenix American Financial Services, Inc. (“Phoenix”) is pleased to announc...

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 asset. Read more on https://bit.ly/3hhClKx

Phoenix American, as part of its mission as a leader in innovation and efficiency for alternative investments, engages with the industry on an ongoing basis. The company participates in conferences, webinars and roundtables to keep current on emerging trends, educate colleagues on back-office issues and collaborate with industry partners to help drive the industry forward.

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..

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/3dUJf6n

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 Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Sandy Bay Partners (“Sandy Bay”). Phoenix will fulfill the back-office operational needs of Sandy Bay with its industry leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system.

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 precision back office processes in alternative investments since its origins as a fund sponsor in 1972. Read more on https://bit.ly/3qQDGLs

The partnership between Phoenix American and AIX is a key step in advancing the entire alternative investment industry. A significant amount of attention is paid in the alternatives industry to the problem of investment subscriptions that arrive at the transfer agent ‘not in good order’ (NIGO). Minimizing NIGOs by developing a purchase process that eliminates manual data input has been a long-term goal. Read more on https://bit.ly/3hgwSn2