Skip to main content

 

Vistra Acquires Phoenix American Fund Administration and Transfer Agent Services

 

Vistra

Less friction. More flow.

Our latest strategic acquisition – Phoenix American Fund Administration and Transfer Agent Services – brings with it new capabilities for those clients looking to set up and operate in the US, as well as overseas. 

With dedicated Transfer Agent Services and bespoke technology, designed to support high-volume investor counts in the US market, it bolsters our growing local capabilities and complements our global fund solutions.

Our decades of experience, global reach and local insight, means we can simplify, expedite, and reduce risk across the entire investment process.

Expand Your Horizons

Our purpose is to make private investment capital flow. If you are an existing client of Phoenix American Fund Administration and Transfer Agent Services, we can now support your global growth plans, as well as enhance your existing operations in the US.

With more than $495bn of assets under administration, Vistra removes the friction from your global investment operations so you can:

  • Deploy capital faster
  • Make better investment decisions
  • Improve your investor experience
Image
Vistra

Transfer Agent Services

The acquisition brings with it tried and tested Transfer Agent Services, created to provide shareholder management at scale. From onboarding to capital calls, distributions and tax documents, our US retail solutions deliver an investor experience which focuses on efficiency and compliance. 

Our team and technology supports integration with all transaction parties, including industry platforms and data aggregators, as well as custodians and broker-dealers. 

Image
Vistra

Vistra

Technology at your fingertips

Called STAR-XMS, our transfer agent / shareholder record keeping system centralises back-office functions in a single database for accurate, real-time back-office functionality.  

It includes all related historical information and seamlessly integrates: 

  • Transfer agent operations with fund accounting 
  • Tax document production 
  • Cash management 
  • Printing operations to facilitate and standardise all transfer agent processes 

A seamless operational platform, STAR-XMS has system connectivity to transaction participants, industry platforms and data aggregators, to ensure execution of new investments, transfers and other transactions. 

"The US is host to a vibrant market of SEC-registered alternative funds catering to a growing number of distribution channels. Our expertise, coupled with Vistra’s additional services for fund managers provides clients with an efficient partner for all their funds’ needs in the US and further afield."

Zane Doyle
Zane Doyle
Head of Operations

US strategies – we’ve got you covered

As the world's largest marketplace for private funds, the US offers fund managers plenty of scope to develop their portfolio and take advantage of the growing pool of investors interested in this space.

That’s why we’ve made it our business to create solutions that will help clients to successfully enter the US, expand outside of this market and open the door to new growth channels. 

  • 9000 people globally
  • 50 jurisdictions
  • 100-strong team on the ground in the US
  • Retail and institutional solutions
Image
Vistra

What we offer

Fund Solutions that make private capital investment flow

Fund Administration

Achieve operational efficiency through smarter processes, technology, and outsourcing strategies.
Learn more

Fund Accounting

Our expert accounting teams are fully qualified to prepare fund reporting and financial statements in accordance with your required accounting standard.
Learn more

SPV Management

Speed up SPV deployment, maintain compliance, maximise efficiency.
Learn more

Fund Manager Operations

Achieve operational efficiency through smarter processes, technology, and outsourcing strategies.
Learn more

Transfer Agent Services

Whatever the size, our end-to-end transfer agent services can support private equity funds of any investor count.
Learn more
Get in touch

Got a question? - Get in touch

Contact Us