Focus on Transfer Agent Services
Outsourcing transfer agent services to a vendor that can handle a fund’s expanding transfer agent and portfolio accounting needs while also managing document management, data security and compliance is a sound business decision.
Your primary goal as an investment fund manager is to maximize returns for your investors. Managing transfer agent services, accounting, reporting and tax functions while adhering to regulatory requirements inevitably diverts attention away from generating value and satisfying investors.
Even the most seasoned fund managers find in-house transfer agent processes difficult. Managing transfer agent teams as well as managing complicated data and security procedures, coordinating outside vendors and responding to regulatory requirements are tasks not in the core competencies of fund managers.
Outsourcing transfer agent services to a vendor that can handle a fund’s expanding transfer agent and portfolio accounting needs while also managing document management, data security and compliance is a sound business decision. It represents a sensible division of labor.
Decades of Transfer Agent Experience
Working with your transfer agent team is like working with your own employees with a responsive single point of contact, operational back up and a transfer agent services group familiar with your fund and your operational preferences.
Commitment to Customer Service
Fifty years of transfer agent services experience combined with our industry-leading technology and high-touch customer service satisfies your day-to-day transfer agent needs, responds to more immediate issues efficiently and delivers sales and marketing reporting unrivalled in the transfer agent industry.
Advanced Transfer Agent Technology
Transfer agent services means meeting the needs and expectations of investors, advisors, auditors and regulators. It is an intricate set of tasks requiring specialized systems, established processes and experienced staff. Phoenix American delivers transfer agent services that enhance your brand, simplify your life and allow you concentrate on sales and assets.