There is nothing more frustrating than an underperforming transfer agent. Errors, omissions, delays and miscommunications cause investor dissatisfaction, advisor frustration, missed deadlines – all the problems you hoped to avoid by outsourcing back-office processes. Switching transfer agents is sometimes necessary but many managers are daunted by the prospect of a conversion of investor and historical…

What is Fund Accounting? And What Should Fund Accounting Be? August 3, 2023 | David Fisher | Phoenix American Fund accounting is a detail-oriented, deadline-driven role designed to streamline back-office administration for an investment fund so that fund management can concentrate on its core tasks of fundraising and the acquisition and management of portfolio assets.…

Fund Accounting for Today’s Funds July 6, 2023 | David Fisher | Phoenix American Private equity funds have unique fund accounting challenges, the more so because no two private equity funds are quite the same. Fund managers are well-advised to engage a third-party fund accounting provider and the choice of provider is an important one.…

Investor Relations and New Investment Processing June 22, 2023 | David Fisher | Phoenix American New investment processing is all about efficiency and accuracy and an essential part of investor relations. The ease and speed with which an investor is brought into a fund by the investor relations team is the investor’s first impression of…

Phoenix American Announces New Client, Real Estate FundSponsor Versity Invest, for Fund Administration April 4, 2023 | Phoenix American Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Versity Invest. Phoenix American will support Versity’s real estate funds with its industry-leading investor services platform featuring the STAR-XMS shareholder…

Phoenix American Financial Services Announces New Client Partnership with Wander REIT for Fund Administration January 24, 2023 | Phoenix American Phoenix American is pleased to announce its new client partnership with real estate investment fund sponsor Wander. Phoenix American will fulfill the transfer agent, fund accounting and back-office operational needs of Wander with the company’s…

Partnership reflects Phoenix American’s expertise in fund administration for a wide variety of alternative investment asset classes...

Phoenix American Onboards New Automated Parking System Fund Sponsor Parking Vault for Fund Administration December 8, 2022 | Phoenix American Phoenix American Financial Services (“Phoenix American”) is pleased to announce the onboarding of Delaware Statutory Trust (DST) fund sponsor Parking Vault for fund administration. Phoenix American will support Parking Vault with its industry-leading investor relations…

Phoenix American (“Phoenix”) is pleased to announce its new client partnership with real estate investment fund sponsor Ashford Inc...