Investor Communications - Information Management for Investors and Advisors
Transparency and responsiveness with investors and advisors promote loyalty and enhance the credibility of your brand. Web portal, email, phone and mail communications are all centralized and tracked in the STAR-XMS system, giving investors the information they need to manage their finances, file their taxes and decide to invest in your next fund. Management of investor questions and concerns eliminates a major distraction from your team’s focus on investments and sales.
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Contact Details:
sales@phxa.com
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States
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