Full-Service Fund Administration Service

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. Innovating, problem-solving, anticipating needs, and our cheerful, helpful attitude toward clients, investors, and advisors are the hallmarks of our corporate culture. Throughout the year, management and employees participate together in team-building events, holiday celebrations, charitable outreach, company picnics, and San Francisco Giant’s games to foster our sense of family and enjoy each other’s company. The Phoenix family faces changes, challenges, training, and new assignments with an entrepreneurial sense of teamwork. Because of this sense of family, many of Phoenix American’s employees have been with the company f...

Overview 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.  Get More Details: Fund Accounting Service Contact Details: sales@phxa.com 415-485-4500 2401 Kerner Blvd, San Rafael, CA 94901, United States Fund Administration Service Visit Reference Profile Websites: Transfer agent Investor Communications https://bit.ly/3d2fujq https://bit.ly/2SO28k2 https://bit.ly/3d1DGCG https://bit.ly/3gSgvvp https://bit.ly/3gSVMb0 https://bit.ly/3cYUKc7 https://bit.ly/2UitVJy https://bit.ly/3j3YNIa https://bit.ly/3zOJSYc https://bit.ly/3gNMXiE https://bit.ly/3gOQxJk https://bit.ly/2UvEpFP https://bit.ly/3zPQoxR https://bit.ly/3xICQm8 https://bit.ly/2ST...

 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 and specialized offerings in the alternative investment fund industry. A Changing Investor Experience in the Alternative Investment Space 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:...

 “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. The company’s STAR-XMS transfer agent and administration system centralizes and streamlines back-office functions and data collection to support sales efforts. The integration of STAR-XMS with the Altigo platform, eliminating the need for manual entry of subscription information, further enhances the Phoenix American back-office process. Read More:  New Partnership: WealthForge Contact Details: sales@phxa.com 415-485-4500 2401 Kerner Blvd, San Rafael, CA 94901, United States Fund Administration Service Visit Reference Profile Websites: private equity fu...