No other fund administration software solution is as comprehensive and labor saving as STAR-XMS.
Web Based Easy of Use
The STAR-XMS system is internet based, available wherever an internet connection is accessible and comes with no equipment or software to install. Access to the investor database is password protected and able to be restricted by job class.
Because the STAR-XMS transfer agent database is built on an Oracle platform, customization for a particular fund’s needs is simple and straightforward. Clients also enjoy the advantages of the many enhancements and customizations requested by all other Phoenix American clients.
Documents Embedded in the System
Scans of all physical documents related to an investment are available in STAR-XMS, attached to the relevant investor profile and accessible in seconds for easy reference. Every aspect of investment history is easily referenced in this investor record keeping system.
All users of STAR-XMS benefit from the data security, data backup, disaster recovery and business resumption protocols of Phoenix American. Both users under license and full service clients enjoy a fully secure shareholder database.
For all fund companies on the STAR-XMS platform, the back offices services of Phoenix American are available on an as needed basis. STAR-XMS not only equips your in-house operations team with the industry’s most powerful, versatile and efficient shareholder management system but provides operational backup in case of illness, emergency or attrition among your in-house staff.
Sales & Marketing Reporting
STAR-XMS offers everything you expect from a shareholder record keeping system and much more. Harnessing the limitless potential of investor and transaction data was the design intent of STAR-XMS. Every aspect of sales, transaction and historical data is at the user’s fingertips: searchable, sortable and trackable.
Reporting out of STAR-XMS is robust, user friendly and fast. Users can run any one of hundreds of standard or ad hoc sales and marketing reports. Reporting output is available in moments. Additional reporting capability can be programmed if needed. For premium level reporting capability, STAR-XMS offers an expanded sales reporting module and accepts uploads from SalesForce and other CRMs.
All reports are available as PDF, HTML, Excel, Word or CSV files. Report parameters can be saved, scheduled for recurrence and distributed with access security by job class. Users can deliver reports wirelessly and instantly via email or mobile device, or schedule delivery to any distribution list.
STAR-XMS is the most advanced fund administration platform available for private investment funds, private equity funds, venture capital, non-traded REITs, business development companies (BDC), hedge funds, commodity pools operators (CPOs), mortgage funds, debt funds, conservations easements and every variety of alternative investment.