Monday 24 May 2021

Phoenix American Financial Services - Fund Accounting Service

 Phoenix American Financial Services provides leading-edge fund administration, fund accounting and technology for the alternative assets industry. As an SEC-registered transfer agent, our full-stack outsourced back-office solutions enable private fund managers to concentrate on what they do best.

Phoenix American provides complete fund accounting services for both onshore and offshore funds.

Read More: https://fund-accounting-service-99.webself.net/blog/2020/05/06/phoenix-american-financial-services

Source: Fund Administration Service


Contact Details:

sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Transfer Agent


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Wednesday 19 May 2021

New Partnership: Alternative Investment Exchange

 The AIX Platform integration will also enable Phoenix American to create opportunities for advisors to participate in alternatives, providing a significant competitive edge. AIX’s technology was built to provide dynamic check points across the entire investment life-cycle, removing obstacles that advisors and wealth management home offices often encounter. Advisors will experience for the first time, a seamless experience of buying, owning, and selling alternatives for their clients.



Contact Details:
sales@phxa.com
415–485–4500 2401
Kerner Blvd, San Rafael, CA 94901, United States

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Monday 17 May 2021

Venture Capital & COVID-19 Trend Outlook - Phoenix American

 We have published a new white paper examining the initial impacts of the COVID-19 pandemic crisis on the venture capital industry. Venture Capital & COVID-19: The State of Fundraising, Historical Downturn Insights & Startup Trends analyzes the effects on venture capital of the first four months of the pandemic crisis and the outlook for the rest of 2020 and beyond.

The paper draws on Phoenix American’s observations as a fund administration provider, conversations with the sponsors of its many client funds as well as interactions with partners, intermediaries and other participants in the industry. The company’s twenty-plus years as a fund sponsor as well as forty-plus years as a provider of fund administration services provides a unique perspective on current events and their effects on investment funds.

Read More: New Report: Venture Capital & COVID-19 Trend Outlook

Contact Details:

sales@phxa.com

415-485-4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Accounting Service


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Wednesday 12 May 2021

Growing Popularity of 1031 Exchange Funds and Other Tax Advantaged Investments — Phoenix American | Fund Accounting Service

Capital Square is a national investment sponsor specializing in tax-advantaged real estate offerings, including DSTs and Qualified Opportunity Zone (QOZ) funds. Founded in 2012, the company has completed over $2.3 billion in transaction volume. The firm is a leading sponsor of DST offerings for both investors seeking replacement property as part of a Section 1031 exchange and cash investors. Capital Square currently focuses on multifamily and healthcare properties for most of its DST offerings. The company sponsors turn-key real estate investment offerings with low investment minimums providing investors access to larger and higher quality real estate. The company also sponsors QOZ funds for investors seeking the benefits available under the Tax Cuts and Jobs Act of 2017.

Read More: https://bit.ly/3w8hnlT

Source: New Client: Capital Square


Contact Details:

sales@phxa.com

415–485–4500

2401 Kerner Blvd, San Rafael, CA 94901, United States

Fund Accounting Service

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Wednesday 5 May 2021

Investor & Advisor Web Portal - Phoenix American Financial Services - Fund Accounting Service

 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.