STAR-XMS - Phoenix American Financial Services
STAR-XMS (Syndication Tracking and Reporting with Expanded Marketing and Sales Capabilities) is our proprietary investor recordkeeping system for outsourced fund administration services. The system is also available under license to self-administered funds to reduce their costs and maximize back-office efficiency.
STAR-XMS centralizes all back office data, documents and functions, minimizes errors, speeds the execution of distributions, commissions, capital calls and payments, and initiates in-house printing of checks, statements and tax documents. Live connections with participants throughout the industry maximize the visibility of your investment product. Robust reporting empowers your sales and marketing teams helping to drive new business.
Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with Pennsylvania-based life settlement company Lighthouse Life Capital. Phoenix American will fulfill the back-office operational needs of Lighthouse Life with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. Lighthouse Life will benefit from Phoenix American’s combination of advanced technology, partner-oriented client service and long experience with the unique operational requirements of alternative investment funds.
Contact Details:
sales@phxa.com
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States
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