Transfer Agency & Investor Services - Phoenix American Financial Services
Overview
Phoenix provides end-to-end fund administration for funds of any scale, regardless of AUM or investor count. The revolutionary STAR-XMS fund administration system centralizes all back-office functions in a single system with powerful reporting capabilities, enabling Phoenix to achieve an unparalleled level of operational efficiency. Sales and transaction reporting output empowers your sales teams to drive success. Phoenix is an SEC-registered transfer agent with SOC 1, Type II audited processes. Many self-administered funds use STAR-XMS for their own operational use.
Visit Site: Fund Transfer Agency
Contact Details:
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States