Streamlining the Investment Process for Alternative Investments
The partnership for straight-through processing is a key step in advancing the investor and advisor experience of the alternative investment industry. Digitizing and streamlining the investment process accomplishes three important goals: accelerating the purchase of alternative investment products, minimizing the entry and processing errors inherent in paper subscription documents, and enhancing the overall security of making an investment.
Innovation Helping to Scale the Industry
STAR-XMS s integration with the Altigo platform, achieving end-to-end data connectivity with no paper documents, will represent a competitive advantage for client fund sponsors. Advisors will enjoy simple, transparent and efficient access to alternative investment products. Fully automated straight-through processing will help to scale the alternatives industry by eliminating the factors that discourage wealth managers and investors from co
Phoenix American Announces New Client Partnership with Lighthouse Life Capital
New Partnership Reflects Phoenix American Experience with Alternative Investment Funds and Proficiency with All Asset Classes.
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SAN RAFAEL, Calif., Jan. 25, 2021 /PRNewswire/ Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with Pennsylvania-based life settlement company Lighthouse Life Capital. Phoenix American will fulfill the back-office operational needs of Lighthouse Life with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. Lighthouse Life will benefit from Phoenix American s combination of advanced technology, partner-oriented client service and long experience with the unique operational requirements of alternative investment funds.
Phoenix American partners with Lighthouse Life Capital
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25/01/2021 - 10:02am
Fund administration provider Phoenix American has formed a new partnership with Pennsylvania-based life settlement company Lighthouse Life Capital.
Phoenix American will fulfil the back-office operational needs of Lighthouse Life with its industry-leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management/transfer agent system. Lighthouse Life will benefit from Phoenix American’s combination of advanced technology, partner-oriented client service and long experience with the unique operational requirements of alternative investment funds.
Lighthouse Life Capital’s fixed income debt investments, Beacon Bonds, provide investors the ability to participate in the life settlement asset class. Lighthouse Life’s strategy is to source and purchase unwanted, unneeded or unaffordable life insurance policies and generate revenue from the resale of the polic
Phoenix American Announces New Client Partnership with Real Estate Investment Fund Sponsor Capital Square
New Partnership Reflects Phoenix American Experience with Alternative Real Estate Funds and Specialization in Services for Delaware Statutory Trusts
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SAN RAFAEL, Calif., Jan. 14, 2021 /PRNewswire/
Phoenix American, a leading fund administration provider, is pleased to announce its new client partnership with private equity real estate investment fund sponsor,
Capital Square. Phoenix American will fulfill the back-office operational needs of Capital Square with its industry-leading
transfer agent system as well as specialized fund accounting and financial reporting services. Capital Square will benefit from Phoenix American s combination of advanced technology, partner-oriented client service and experience with the unique operational requirements of real estate investment funds.