Phoenix American partners with AD Securities America
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Phoenix American partners with AD Securities America 24 April 2020San Rafael Reporter: Maddie Saghir
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Phoenix American Financial Services has entered into a new client partnership with AD Securities America.
The new partnership will see Phoenix American support the back-office operational needs of AD Securities’ asset management business with its investor services platform, which includes the STAR-XMS shareholder management/transfer agent system.
AD Securities said it will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of alternative investment funds.
Tim Alford, managing director of AD Securities America, commented: “We are pleased to partner with such a high calibre firm as Phoenix. Our partnership with them addresses both the needs of our investors to stay in control of their investments and our strict adherence to compliance and reporting.”
Andrew Constantin, senior vice president, operations for Phoenix American, added: “We are excited to be working with AD Securities. They are committed to running a forward-thinking business focused on solid returns for their investors. As their operational partner, Phoenix American will add value by providing robust technology and flexible service to enable them to achieve their goals.”
Phoenix American Financial provides full back-office outsourcing, fund administration, fund accounting and investor services as well as sales and marketing reporting services to companies in the alternative investment industry.
Phoenix American also recently entered into a partnership with the real estate firm
One Wall Partners (OneWall).
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