STAR-XMS (Syndication Tracking and Reporting with Expanded Marketing and Sales Capabilities) is our proprietary investor recordkeeping system for outsourced fund administration services. The system is also available under license to self-administered funds to reduce their costs and maximize back-office efficiency.
STAR-XMS centralizes all back office data, documents and functions, minimizes errors, speeds the execution of distributions, commissions, capital calls and payments, and initiates in-house printing of checks, statements and tax documents. Live connections with participants throughout the industry maximize the visibility of your investment product. Robust reporting empowers your sales and marketing teams helping to drive new business.
Sales & Transaction Reporting
Self-Administered Fund Technology
Investor & Advisor Web Portal
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.