Phoenix American

April 1, 2025

Alts and Wealthtech: Evolution through Innovation

Alternative investments and wealthtech have evolved by adapting to market changes and differentiating products and services.

August 26, 2024

Unlocking Infinite Potential: The Transfer Agent Partner for Global Fund Managers

Unlock limitless potential with a global transfer agent partner, seamlessly scaling operations and expanding investor reach.

August 21, 2024

Investor Relations for Global Funds

Investor relations for a global fund requires a comprehensive and systematized but nuanced approach. The fund administrator is a critical partner, providing the tools, expertise and services necessary...

August 7, 2024

Vistra completes acquisition of the Fund Administration and Transfer Agent business of Phoenix American Financial Services, Inc.

The deal will also bring new capabilities to Vistra in the high-volume retail investor space, with the acquisition of Phoenix American's proprietary technology platform (STAR-XMS), which tracks investors and investment transactions to assist in fund performance reporting.

July 20, 2024

Phoenix American Awarded Honors By Three Industry Publications In First Half Of 2024

Phoenix American was awarded Fund Administration Services of the Year 2024.

June 11, 2024

Private Equity Rolling Funds

Rolling funds offer an innovative and flexible approach to private equity investment, providing benefits in continuous fundraising, steady capital deployment and greater investor flexibility...

June 5, 2024

Empowering Investors: Fostering Loyalty Through Investor Relations

Six key areas of investor relations outreach serve to empower investors with the knowledge and perspective they need understand and appreciate the performance of fund management.

March 6, 2024

Phoenix American Announces the Hiring of Anna Camera as Vice President Client Cash Management & Tax Services

Phoenix American announced today that the company has hired Anna Camera as Vice President for Client Cash Management and Tax Services.

August 30, 2023

Transfer Agent Case Study: Switching to a New Provider

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…