API Connectivity
Streamlined New Investments and Transactions
New Application Programming Interface (API) streamlines new investment processing with direct connectivity to STAR-XMS.
Fund administration, accounting and technology for alternative investment funds.
Enabling private fund sponsors to focus on what they do best.
New Application Programming Interface (API) streamlines new investment processing with direct connectivity to STAR-XMS.
Our end-to-end consultative approach and adherence to back-office best practices enables you to focus on investments and perform at your operational best.
From our long history as a fund sponsor and third-party administrator, we have first-hand experience with the unique needs and challenges of alternative funds.
Our dedication to responsive, high-touch and personalized service for clients, investors and their financial advisors enhances your investor experience and brand reputation.
SEC Registered Transfer Agent
SOC 1, Type II Audited Procedures
Portfolio Tracking, Reporting & Waterfall Calculations
Portfolio Tracking, Reporting & Waterfall Calculations
Information Management for Investors and Advisors
Managing Agent for Aircraft and Engine Securitizations
Managing Agent for Aircraft and Engine Securitizations
”We have worked with Phoenix and received superior customer service for our investors. We are confident that Phoenix American’s technology and commitment to customer service can support our current and future needs.
Russell Platt, Forum PartnersChief Executive Officer
Phoenix American’s leadership is an accomplished team of alternative asset professionals
Discover our latest content — from thought leadership white papers to press releases on new clients to our blog highlighting key insights on emerging trends in the alternative assets space.
Let’s discuss how Phoenix can elevate your investor experience