Proprietary Technology - Phoenix American Financial Services
STAR-XMS
STAR-XMS (Syndication Tracking and Reporting with Expanded Marketing and Sales Capabilities) is our proprietary investor recordkeeping system for outsourced fund administration services. The system is also available under license to self-administered funds to reduce their costs and maximize back-office efficiency.
STAR-XMS centralizes all back office data, documents and functions, minimizes errors, speeds the execution of distributions, commissions, capital calls and payments, and initiates in-house printing of checks, statements and tax documents. Live connections with participants throughout the industry maximize the visibility of your investment product.
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Contact Details:
415-485-4500
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