Business Services

Transfer Agent Solutions

All the functions you expect from an SEC registered and SAS 70 Type II compliant transfer agent are only the beginning at Phoenix American. Our revolutionary STAR-2010-XMS system redefines the transfer agent with its versatile state-of-the-art relational database managing: sales processing and commissions, distribution processing, tax reporting and processing, proxy services, vendor management, new business sales input and all aspects of investment administration. Leading change in the DPP industry, the flexible reporting capability of STAR 2010-XMS leverages your investment information for enhanced profits and better decision making. Making the most of the data at your command has never been easier or more powerful than now at Phoenix American. Learn More…

Sales and Marketing Solutions

Complimenting the virtues of STAR are the industry leading CRM and sales reporting solutions of SalesStrike. Combining the functions of CRM, sales reporting and 22c-2 compliance SalesStrike gives your company superior insight into your sales operation either as a stand alone product or as a seamlessly integrated component with STAR. Campaign management, ad hoc reporting, real-time sales intelligence and customized trend comparisons are only part of the virtually infinite reporting possibilities with SalesStrike.

What's more, its mobile solution will arm your sales force with time-critical information and mapping via hand held device to keep your sales at a competitive advantage. Fortune 500 companies have been relying on our technology for years. Learn More…

Corporate Accounting

Whatever your business, Phoenix American has the scalable customized accounting solution you need. Phoenix American's decades of experience in accounting for non-traded REIT's, trusts, LLC's, lease portfolio funds and securitizations have built a well-deserved sterling reputation. Our comprehensive suite of services cannot be found anywhere else. Only Phoenix American offers you processing and filing of K-1's and 1099's, federal, state, local and foreign tax returns and management of all aspects of fund accounting and corporate record keeping. And Phoenix American's supportive and responsive customer service team, with years of industry experience, will make tax season and every season a time you can rest easy and rely on us. Learn More…

Securitization Administration and Accounting

Phoenix American manages securitized aviation assets appraised at over $9 billion. As your special purpose entity administrative agent we monitor certificate compliance, maintain records, invest available funds, authorize payment of expenses, prepare required investor and management reports and a host of other services. Phoenix American offers full administration services, cash management and cash waterfall as well as complete accounting and financial reporting. To meet the specialized needs of our aircraft securitization clients Phoenix American maintains offices in the Republic of Ireland. Phoenix American can build an administration and accounting solution for whatever asset-backed security your company handles. Learn More…