Investor Communications

Multiple channels of communication keeping investors informed and engaged

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Overview

Transparency and responsiveness with investors and advisors promote loyalty and enhance the credibility of your brand. Web portal, email, phone and mail communications are all centralized and tracked in the STAR-XMS system, giving investors the information they need to manage their finances, file their taxes and decide to invest in your next fund. Management of investor questions and concerns eliminates a major distraction from your team’s focus on investments and sales.

Investor & Advisor
Web Portal

Versatile two-way communication to keep you, your investors and their advisors equipped with the timely information all parties need.

  • Investor Account Values
  • Transaction History
  • Tax Documents
  • Statements
  • Profile & Preferences Changes
  • Question & Request Submission
  • Proxy Voting
  • Notifications
  • Marketing

Printing &
Mailing

Secure, high-quality printing and mailing using premium materials, precision full-color rendering, on-time mail processing and volume shipping discounts.

  • Distribution Checks
  • Statements
  • Account Executive Reports
  • Client Communications
  • Proxies
  • Prospectus, LPAs & PPMs
  • Marketing Materials
  • Promotional Merchandise
  • Sales Kits

Email
Communications

Electronic outreach to your investors supporting every aspect of their investment in your funds. All communications are tracked in STAR-XMS.

  • Notifications
  • Confirmations
  • Capital Calls
  • Tax Documents
  • Investment Updates
  • Proxy Solicitation
  • Marketing

Call Center

Experienced, friendly Phoenix telephone representatives manage day-to-day investor and advisor questions, concerns and requests on operational matters. Calls on defined subjects are forwarded to management. Scripts can be prepared and followed by the phone team for any specified subject matter.

  • Calls Logged & Tracked in STAR-XMS
  • Experienced, Friendly Telephone Representatives
  • Investor & Advisor Questions, Concerns & Requests
  • Calls on Specified Subjects Forwarded to Sponsor
  • Scripts Followed for Specified Subject Matter

Proxies

End-to-end proxy preparation, delivery and tabulation services ensure a smooth process, all performed in Phoenix American’s secure headquarters facility.

  • Onsite Proxy Ballot Printing & Mailing
  • Proxy Solicitation via Mail, Email & Phone
  • Follow-up Solicitation
  • Voting by Mail, Phone or Online via Secure Web Portal

Reporting

The robust reporting capabilities of Phoenix’s systems compile and deliver essential information as needed or automatically on an ongoing basis. Reports can be scheduled for delivery to any distribution list at any frequency.

  • Hundreds of Standard Reports
  • Ad Hoc Reports
  • Delivered via Email, Web Portal or Secure FTP
  • Automated & Scheduled Reports
  • Prior Day Activity, New Sales & Account Change Reports
  • Inter-quarter Asset Holdings Reports
  • Files Uploadable to SalesForce® and Other CRM Systems

Learn why industry leaders trust us for their back office

Let’s discuss how Phoenix can elevate your investor experience