In the early 1980s, Phoenix American Financial Services was established to leverage the back-office administrative capabilities of Phoenix Leasing as a full-service administrator for fellow sponsors in the alternative investment industry. STAR-XMS, an advanced proprietary shareholder recordkeeping and transfer agent system that maximizes back-office efficiency, was developed based on the experience of Phoenix Leasing. STAR-XMS is now at the heart of our services as a third-party administrator and is also licensed to self-administered investment firms to streamline their back-office processes. In 1992, Phoenix American became an SEC-registered transfer agent and is annually audited for SOC 1—Type II compliance.
Similarly, Phoenix American SalesFocus Solutions was founded to leverage the marketing automation and sales reporting capacity of the Phoenix Leasing sales department. The MARS system, SalesFocus’ CRM sales reporting and compliance application transforms sales and asset data into actionable business intelligence and integrates with all the most widely employed data sources and software providers. Today, SalesFocus Solutions supports the sales teams of some of the biggest names in the asset management industry.
Read More: A Brand New Look And A New Website For Phoenix American
Contact Details:
sales@phxa.com
415-485-4500
2401 Kerner Blvd, San Rafael, CA 94901, United States
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