Investor & Advisor Web Portal - Phoenix American Financial Services

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.

Investors access a full view across all their funds including positions, account values and transaction updates. Investors can change profiles and preferences, access forms, mailings, tax documents and account statements, or submit questions and requests. Advisors review their clients’ positions across all their funds, as well as receive updates and messages.

Visit Site: https://www.phxa.com/proprietary-technology/

Contact Details:

sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Administration Service

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