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

https://www.phxa.com/transfer-agent/

Transfer Agent & Investor Services

Institutional-class, back-office operations with an emphasis on high-touch customer service

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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.

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