Phoenix American (phoenixamerican)
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Phoenix American Announces New Client Partnership with Forum Partners
Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with Forum Partners (“Forum”). Phoenix will support Forum with its full fund administration services suite including fund accounting as well as its industry leading investor services platform. Read more on https://bit.ly/3fUUrAp
about 4 months ago from web -
Phoenix American Announces New Client Partnership with LaSalle Investment Management
Phoenix American Financial Services, Inc. (“Phoenix“) is pleased to announce its new client partnership with LaSalle Investment Management (“LaSalle”) to support their new 1031 platform of products. Phoenix will support LaSalle with its advanced proprietary transfer agent system, STAR-XMS, and industry leading investor services platform. Read more on https://bit.ly/3ICrcyJ
about 4 months ago from web -
A Brand New Look And A New Website For Phoenix American
We’ve recently embarked on an update of our brand image to coincide with today’s launch of our new website. We’re excited to add this milestone to Phoenix American’s 48 years in operation. As we look to the future, we’re also taking this opportunity to look at our surprising history and how it has shaped the company we are today. Read more on https://bit.ly/3fRsw4s
about 4 months ago from web -
Permanent Operational Impacts of Pandemic - Phoenix American
On May 11, Mr. Montenecourt will participate in the panel: Pandemic Workaround to Mainstream. During the past year, the challenges of remote work, lock downs and the broad disruption to the business world forced companies to adapt in order to continue functioning. Several new practices put in place in the alternatives space have become the new norm and moved the industry forward. Read more on https://bit.ly/3fOGGDe
about 4 months ago from web -
New Partnership: Forge Trust
Phoenix American, a leading transfer agent and fund administrator for alternative investment sponsors, and Forge Trust, a leading provider of custody services for alternative investments, have announced a partnership to make it easier to invest in alternative assets for IRA account holders. Read more on https://bit.ly/3AhPsTE
about 4 months ago from web -
Phoenix American Announces New Client Partnership with Real Estate Fund Sponsor Bonaventure
Phoenix American is pleased to announce its new client partnership with real estate investment management firm Bonaventure. Phoenix American will support Bonaventure with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services. Read more on https://bit.ly/3fHLQAT
about 4 months ago from web -
Phoenix American Announces New Client Real Estate Fund Sponsor MHC Capital
Phoenix American is pleased to announce its new client partnership with real estate investment management firm MHC Capital (MHC). Phoenix American will support MHC with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system. Read more on https://bit.ly/33YoYut
about 4 months ago from web -
Phoenix American Onboards Multifamily Real Estate Fund Sponsor Burlington Capital For Fund Administration
Phoenix American is pleased to announce its new fund administration relationship with alternative investment management firm Burlington Capital. Phoenix American will support Burlington Capital’s real estate funds with its industry-leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system. Read more on https://bit.ly/3rBUvun
about 4 months ago from web -
PHXA Chief Risk & Compliance Officer On ADISA Spring Panels
Phoenix American, as part of its mission as a leader in innovation and efficiency for alternative investments, engages with the industry on an ongoing basis. The company participates in conferences, webinars and roundtables to keep current on emerging trends, educate colleagues on back-office issues and collaborate with industry partners to help drive the industry forward. Read more on https://bit.ly/33KAhpI
about 4 months ago from web -
LAUNCHING AND SUPPORTING THOUSANDS OF NEW VC FIRMS - Founder Institute
Founder Institute is the world’s largest pre-seed startup accelerator. Founded in 2009, the company has helped over 5,000 entrepreneurs get the focus and support needed to build businesses that matter. Based in Silicon Valley and with chapters across 90 countries, the Founder Institute’s mission is to empower communities of talented and motivated people to build impactful technology companies worldwide. Read more on https://bit.ly/32c9Ado
about 4 months ago from web -
1031 Exchange Series: Legislative Clarity & Emerging Alternatives
In the last 100 years, 1031 exchanges are responsible for creating a ton of revenue, jobs, investments, and economic benefit to the nation. During his campaign, Biden stated he “wanted to completely end the 1031 exchange tax break.” While this is unlikely, it remains unclear as to how the $500,000 limit is being imposed. Read more on https://bit.ly/3K00MIG
about 5 months ago from web -
What Is The Impact Of Covid-19 On CRE? Phoenix American
Our latest white paper examines the initial impacts of the COVID-19 pandemic crisis on commercial real estate across the United States. CRE & COVID-19 Winners, Losers & the Road Ahead, A Trends Outlook Report analyzes the effects on commercial real estate of the first three months of the pandemic crisis and the outlook for the rest of 2020 and beyond. Read more on https://bit.ly/31zTQQZ
about 5 months ago from web -
10 Ways Third-Party Fund Administration Saves You Money
The benefits to investment funds of outsourced fund operations, including fund accounting, fund administration, tax services, sales reporting, investor phone support, web portal, printing, fulfillment and compliance support, are many and varied. But here are 10 ways that third-party back office outsourcing simply benefits the bottom line. Read more on https://bit.ly/33cdTFr
about 5 months ago from web -
What Is A Transfer Agent? Phoenix American
In its most limited sense, a transfer agent is an agnostic third-party entity required to process a transfer of a company’s securities from one investor to another. Some companies are required to use a transfer agent due to the nature of their registration with the Securities and Exchange Commission. Read more on https://bit.ly/3G9stMH
about 5 months ago from web -
PHOENIX AMERICAN AND ALTERNATIVE INVESTMENT EXCHANGE ANNOUNCE THEIR PARTNERSHIP TO DELIVER STRAIGHT-THROUGH PROCESSING FOR ALTERNATIVE INVESTMENTS
Phoenix American, a leading transfer agent and fund administration provider for alternative investments and Alternative Investment Exchange (AIX), a digital platform built to improve processes for investing in alternatives, have announced an integration partnership to provide a seamless, fully digital purchase process for client funds. Read more on https://bit.ly/3eQReBp
about 5 months ago from web -
1031 Exchange Series: Biden’s American Families Plan And 1031
In recent months, President Biden introduced the American Families Plan with the goal of “making education more affordable and expanding opportunity, providing economic security for families, and expanding tax credits that help workers and families.” Read more on https://bit.ly/3sXGFon
about 5 months ago from web -
New Report: Venture Capital & COVID-19 Trend Outlook
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. Read more on https://bit.ly/3JV8WSH
about 5 months ago from web -
4 Ways Third-Party Fund Administration Can Make You Money
In a recent post we discussed ten ways outsourced fund administration saves you money. But it gets better. There are actually four ways the right fund administration provider can make you money. Obviously, as an agnostic third-party provider of back-office services, your fund administrator is not in a position to introduce capital, refer potential investors or in any way promote your investment product. Read more on https://bit.ly/34dRsjM
about 5 months ago from web -
4 Ways Third-Party Fund Administration Can Make You Money
In a recent post we discussed ten ways outsourced fund administration saves you money. But it gets better. There are actually four ways the right fund administration provider can make you money. Obviously, as an agnostic third-party provider of back-office services. Read more on https://bit.ly/3ejYLbx
about 5 months ago from web -
Fund Accounting 101: Capital Activities
Capital is the lifeblood of your investment fund. The ability to raise and deploy capital is the expertise you bring to investment management. How to account for your capital flow, manage its movements and report on it with accuracy, clarity and compliance is the critical task of a fund accounting provider. Read more on https://bit.ly/3yXGtXh
about 5 months ago from web
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