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.
About Us
Phoenix American
Financial Services provides full-service fund administration, fund accounting, transfer agent and investor
services as well as sales and marketing reporting to fund sponsors in the
alternative investment industry.
Contact Details:
415-485-4500
2401 Kerner Blvd, San
Rafael, CA 94901, United States
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