Increased operational efficiency in your transfer agent services and full oversight and control over outsourced functions set your funds up for success. But in today’s alternative investment environment your transfer agent services platform needs to be flexible and versatile. You need customized transfer agent services to support whether your capital is coming from retail investors, institutions, crowdfunding or general solicitation. A transfer agent services model that can grow, scale, and adapt as your business does is essential.
At Phoenix American, you benefit from the specialized expertise and technology innovations you need to build a scalable, efficient, and resilient transfer agent architecture. We understand that a transfer agent capability that spans the universe of alternative investments gives clients the option to pursue opportunities in any fund structure, asset class or capital raising strategy.
We provide industry-leading transfer agent services to the full range of private investment fund strategies, structures and asset classes. Venture capital, private equity, real estate, commodity pools and debt funds all come with administrative complexities and transfer agent challenges requiring a specially tailored approach.
Deep Experience with Alternative Investment Transfer Agent Services
At Phoenix American, we understand that where transfer agent services is concerned paying attention to the details makes all the difference. As a family-owned firm, we have none of the distractions of third-party stakeholders. Having been the sponsor of successful alternative investment funds for over twenty-five years, we understand the specialized transfer agent services needs of our clients.
New Investor Expectation
Our proprietary transfer agent technology platform, STAR-XMS centralizes and streamlines processes to maximize transfer agent service efficiency and is a long-term Phoenix American investment in advanced solutions that support your business and help drive your success. In addition to transfer agent service efficiency, STAR-XMS achieves a level of data accessibility, transparency and visibility unmatched in alternatives with reporting capability on transfer agent data that supports decision-making and guides investment sales efforts.
Advanced Transfer Agent Technology
Our nearly fifty years of transfer agent experience covers every variety of fund complexity and every kind of transfer agent service need. Umbrellas with sub-funds, parallel funds for different investor bases, regulated and unregulated funds, closed, semi-open and open-ended funds and separately managed accounts requiring subtle variations in fund administration and transfer agent services are well within our experience.
Full Range of Fund Administration and Transfer Agent Services
Our ability to simplify workflows, satisfy investors and ease compliance enables us to streamline and scale your fund operations and transfer agent services, eliminating inefficiencies, reducing risks and controlling costs.