Phoenix American Financial Services - Announces New Client Partnership with LaSalle Investment Management

Phoenix American Financial Services - Announces New Client Partnership with LaSalle Investment Management





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 and decades of experience with the unique operational requirements of real estate funds and 1031 exchange funds.


With the growing variety and sophistication of alternative real estate funds and the increased regulatory compliance they require, advanced operational solutions are critical to the success of today’s fund sponsors. Phoenix American has combined the most efficient systems and back office processes in alternative investments since its origins as a fund sponsor in 1972. The Company’s industry leading STAR-XMS transfer agent system is the result of Phoenix’s direct experience as a fund sponsor as well as decades of experience as an administrator for alternative investment funds.


Contact Details:

415-485-4500

Fund Accounting


Visit Reference Profile Websites:

Fund Accountant

https://bit.ly/2AiyZEc

https://bit.ly/2AjW4Gr

https://bit.ly/2XNtCWu

https://bit.ly/30qgIPO

https://bit.ly/3dOUWJo

https://bit.ly/30n9QCY

https://bit.ly/3cOQJ7e

https://bit.ly/3h9QR4B

https://bit.ly/2MKOK9C

https://bit.ly/3f8y4VK

https://bit.ly/2ML2rFn

https://bit.ly/30qS8i4


Report Page