Subscription Document Processing


Efficient Transcription of Essential Data

Paper subscription documents are the most traditional form of new investment data. Converting the essential information of a new investment to a digital format efficiently is essential to the process of modern fund administration.

Phoenix American transcribes investment data from paper subscription documents into the STAR-XMS transfer agent system with exceptional speed and efficiency. Experienced data entry professionals leverage the built-in controls, audit trails and proofing processes of STAR-XMS to ensure accuracy while the system retains all original documents within investor profiles as a permanent record.

Friendly and professional staff promptly reach out to relevant parties for any necessary corrections or completions, facilitating the expedited admittance of investors into the fund. This streamlined yet meticulous approach guarantees both efficiency and precision in managing new investment processing.

Multiple Channels of New Investment Processing for Retail Investor Funds.

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