aip platform compliance fund accounting corporate accounting hedge fund startupservices tax services securitization sales and marketingsolutions mars crm 22c 2 compliance mobile solutions data cleansing hosting training printing & fulfillment about leadership company profile technology partners our offices faq s blog careers contact get in touch fund operations services for the world of alternative investments fund administration services transfer agent solutions complete back officeoutsourcing fund accounting services accounting solutions for corporations & investment funds tax services k 1s 1099s and tax preparation services securitization administration & accounting industry leader in management of securitized assets sales & marketing reporting data aggregation and market intelligence printing & fulfillment services production and delivery of checks statements and marketing materials account connectadvanced online account access . back office services foralternative investment funds phoenix american financial services understands your need to focus on the functions that make your investment fund a success . when you rely on phoenix american for a customized solution to your back office needs you have a valuable partner integral to your business and dedicated to the prosperity of your enterprise . for decades fund companies have turned to phoenix american s long experience cutting edge technology and devotion to customer service to streamline their operations . we pride ourselves on the efficiency and dedication of our headquarters based employees . we invest in our people . we never outsource . you reap the benefits . pdf brochure the advantage of third party administration an experienced and independent third party administrator provides stability and compliance to fund operations and frees the portfolio managers to concentrate on the investments that drive growth . credibility a solid fund infrastructure appeals to institutional and sophisticated investors . compliance audited transfer agent services satisfy regulators managing broker dealers and investment platforms . efficiency experienced professionals using customized tools maximize return on operational dollar . integration a single provider of fund operations services minimizes errors and maximizes data security . scalability fund benefits over time with services that expand as the fund succeeds . reputation responsive professional service impresses investors and financial advisors . why phoenixamerican phoenix american combines cutting edge technology with a commitment to personalized customer service at prices that maximize shareholder value . four decades of experience and innovation soc 1 type ii audited services seasoned sta trained staff star xms the most advanced and versatile transfer agent system in direct investments services customizable to funds of any size asset class or operational need . affordable packages for start up funds to give new managers their best chance of success . value oriented administration services for both domestic and international funds . comprehensive range of fund operations services . call us for more info learn how phoenix american can streamline your fund operations . call tony olivo at 415 223 1710 tolivo phxa.com 2401 kerner boulevard san rafael ca 94901 415 485 4500 want to learn more we look forward to speaking with you . name company email phone thank you your submission has been received oops something went wrong while submitting the form copyright 2016 phoenix american financial services inc. crafted by b12.io