Phoenix American Fintech Services Announces New Client

Phoenix American Financial Services, Inc. (“Phoenix“) is pleased to announce its new client partnership with investment management firm Valeo Groupe Americas, LLC (“Valeo”). Phoenix will support Valeo with its industry leading investor services platform featuring the STAR-XMS shareholder management / transfer agent system as well as integrated fund accounting services. Valeo Groupe will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of real estate investment...

Phoenix American Financial Services Inc. Announces the Hiring of Tony Olivo

Phoenix American Financial Services Inc. (Phoenix) announced today that the company has hired Tony Olivo as Vice President of Sales. Mr. Olivo will be responsible for implementing the company’s sales strategy, developing and maintaining an expanded client base for the fund accounting, investor services, back office outsourcing and technology solutions Phoenix provides to alternative investment funds. Mr. Olivo brings to Phoenix American fourteen years of industry experience, over ten of which were with Phoenix American. He began his financial...

Phoenix American Financial Services Announces New Client Partnership

Phoenix American Financial Services, Inc. (“Phoenix American”) is pleased to announce its new client partnership with AD Securities America LLC (“AD Securities”). Phoenix American will support the back office operational needs of AD Securities’ asset management business with its industry leading investor services platform featuring the state-of-the-art STAR-XMS shareholder management / transfer agent system. AD Securities will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of...

Phoenix American Announces Updated Brand Image and Launch of New Website

Phoenix American Financial Services (“Phoenix) announced today the introduction of the company’s new brand image coinciding with the launch of its new company website at www.phxa.com. Phoenix, a leading fund administration provider for alternative investment funds, is cu­­­­­­­­­rrently celebrating 48 years of business and sites the unique company history and record of innovation and entrepreneurship as impetus for the refresh of the corporate brand image. Founded in 1972 by Gus Constantin, Phoenix Leasing was the sponsor of a successful series...

Phoenix American Financial Services Announces New Client Partnership with One Wall Partners

Phoenix American Financial Services, Inc. (“Phoenix”) is pleased to announce its new client partnership with real estate investment firm One Wall Partners (“OneWall”). Phoenix will support OneWall with its industry leading fund accounting services platform. OneWall will benefit from Phoenix American’s combination of advanced technology, focus on customer service and long experience with the unique operational requirements of real estate investment funds. Based in Stamford, CT, One Wall Partners is a vertically integrated real estate...

Phoenix Finance Showcases Family AI Intelligent Insurance Advisor ‘Phoenix Intellinsur’ At Money 20/20 China

Phoenix Finance, a one-stop intelligent investment platform established by Phoenix TV Group, offers top-notch financial products and services, and will launch its new family AI intelligent insurance advisor, “Phoenix Intellinsur”, this week at Money 20/20 China, the world’s leading fintech conference. At the event, being held in Hangzhou from November 14-16, Vince Zhang, President of Phoenix Finance, has taken the audience on a tour of the new product and shown how AI algorithms can be used to help customers make more reasonable decisions...

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