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Phoenix American Financial Services Announces Client Partnership with Crowdfunding Real Estate Fund Sponsor Modiv


Phoenix American Financial Services Announces Client Partnership with Crowdfunding Real Estate Fund Sponsor Modiv
Partnership Reflects Phoenix American Expertise with Straight-Through Processing for Online Investment Platforms
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SAN RAFAEL, Calif., June 3, 2021 /PRNewswire/ Phoenix American, a leading fund administration provider, is pleased to announce its client partnership with Modiv Inc. Phoenix is supporting Modiv with its advanced transfer agent system, STAR-XMS, and industry-leading investor services platform with customizations to accommodate Modiv s innovative crowdfunding approach to product distribution. Modiv benefits from Phoenix s combination of advanced technology, focus on customer service and long experience with the operational requirements of unique and specialized offerings in the alternative investment fund industry. ....

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Phoenix American and WealthForge Announce Partnership to Deliver Straight-Through Processing for Alternative Investments


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 inves ....

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Phoenix American Financial Services and PAFS Ireland, Ltd Announce Solid Progress During A Challenging 2020 For Aviation ABS


Phoenix American Financial Services and PAFS Ireland, Ltd Announce Solid Progress During A Challenging 2020 For Aviation ABS
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SAN RAFAEL, Calif., Feb. 24, 2021 /PRNewswire/  Phoenix American Financial Services and its subsidiary PAFS Ireland, Ltd ( Phoenix American ) announced solid business and operational progress in 2020, building on the company s nearly 25-year industry-leading role as provider of managing agent services for asset-backed securitizations (ABS) in the commercial aviation industry.
In February 2020, Phoenix American was appointed as Managing Agent for the AASET 2020-1 ABS and the LUNAR 2020-1 ABS. With the pandemic shutdowns, the company concentrated on maintaining peak service levels for existing clients and enhancing other revenue streams: accounting for sale-leaseback transactions, servicing warehouse facility deals, administering finance transactions and being appointed as Managing A ....

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