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Showing posts from August, 2021

4 Ways Third-Party Fund Administration Can Make You Money - Phoenix American

 n a recent post we discussed ten ways outsourced fund administration saves you money. But it gets better. There are actually four ways the right fund administration provider can make you money. Obviously, as an agnostic third-party provider of back-office services, your fund administrator is not in a position to introduce capital, refer potential investors or in any way promote your investment product. However, if your fund administration provider is deeply experienced, uniquely equipped and genuinely aligned with your interests as a fund manager, there are four ways your back office can significantly enhance your ability to raise new funds. So, where does your new capital come from and how can your fund administrator help? Read More:  4 Ways Third-Party Fund Administration Can Make You Money Contact Details: sales@phxa.com 415-485-4500 2401 Kerner Blvd, San Rafael, CA 94901, United States Fund Accounting Service Visit Reference Profile Websites: Transfer Agent & Investor Ser

Aviation ABS - Phoenix American Financial Services

  Overview Since 1993, Phoenix has performed corporate services, fund administration , fund accounting and cash management for aircraft and engine leasing transactions of every size, scope and complexity. Our robust team of accomplished professionals employs refined processes, procedures and controls to ensure accuracy, efficient implementation and timely delivery of services to our ABS clients. US Contact Joseph Horgan (415) 485-4546 jhorgan@phxa.com Aviation ABS Visit Reference Profile Websites: phoenix financial https://bit.ly/3j8HkOz https://bit.ly/3z5Mv7g https://bit.ly/2UDW3Ya https://bit.ly/3y9XGuj https://bit.ly/3yfNXmw https://bit.ly/3j5GstM https://bit.ly/2WdjsQE https://bit.ly/387iMPm https://bit.ly/3j8C8tX https://bit.ly/3sFJLLF https://bit.ly/3grizvc https://bit.ly/3keH67Q https://bit.ly/3moKaRj https://bit.ly/2Wlhs9e https://bit.ly/3gIhrn9 https://bit.ly/3gnkssC https://bit.ly/3D5lbZr https://bit.ly/3DcqDcG https://bit.ly/2Wl5v3o https://bit.ly/2WhLNpd https://bit.ly/3B2

Sophisticated Back-Office Support for Digital Sales Channels | Phoenix American Financial Services

  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. Modiv’s use of STAR-XMS enhances back-office efficiency and broadens the company’s connectivity with participants throughout the financial industry landscape. “Modiv is a great partner for Phoenix American,” said Andrew Constantin, Senior Vice President for Operations at Phoenix American. “We are committed to pushing the alternatives industry forward with technical innovation and customized solutions with an investor focus.  Read More:  New Client: Crowdfunding Real Estate Fund Sponsor Modiv Contact Details: sales@phxa.com 415-485-4500 2401 Kerner Blvd, San Rafael, CA 94901, United States

Understand Your Current Investors - Phoenix American

 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? Have their questions been answered in a prompt and helpful way? Do they have web portal access to their account information that meets their needs, provides needful things like statements and tax documents and allows them to communicate easily with management. The return on their investment dollar aside, what is the general feeling they have about being an investor in your fund? If their general feeling is unsettled in any way your investors, in conversation with their financial advisors, may decide to diversify away from your offerings to something that pro