Phoenix is a Fintech firm whose applications process thousands of investment funds and millions of customer accounts representing nearly a half trillion in assets for our clients worldwide!

Phoenix Advantages

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Unmatched Cost Effectiveness

Fixed fee structure instead of fees which increase based on number of funds, accounts, transactions or basis points on assets

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Superior
Functionality

All applications provide the necessary tools to automate your fund administration tasks and provide excellent service to your customers

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Extensive
Flexibility

All applications are rules-based and modular in design to easily adapt to constantly changing customer requirements

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Significant
Experience

Developing financial applications since 1981 with numerous industry-leading global financial service firms as clients

 Our Financial Products

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FUNDS/NET

Mutual fund transfer agent and shareholder recordkeeping software solution for mutual fund families/third party transfer agents.
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Fund Trader

Mutual fund sub-accounting and omnibus trading software solution for brokers/plan administrators.
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Fundtrader
for Funds

Multi-platform (NSCC FundSERV, Canadian FundSERV) fund trading, settlement and reconciliation software solution for investment funds/transfer agents. Click to read more

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FUNDTRADER

FOR FIRMS

Multi-platform fund trading, settlement and reconciliation software solution for brokers/plan administrators.
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What Our Clients have to say

  • “Phoenix has been a key partner of CACEIS fund distribution solution for our clients with FundTrader for Funds supporting the growth of our U.S offshore business”

    -Alexandre Liot-
    Fund Distribution Services, CACEIS Bank-Luxembourg

  • “The flexibility of management team and customization of the system has allowed us to grow our business without having to find alternative solutions allowing us to stay competitive and deliver new programs and functionality to our advisors .”

    -Jennifer Brittingham-
    SVP Retail Services, PlanMember Financial Corporation

Phoenix News

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News
Delta Data Continues Expansion of Its Pooled Fund Solutions with the Acquisition of Phoenix Systems Inc.

The addition of the new solution set expands Delta Data's footprint into the global pooled fund arena

Boston MA and Columbus, GA – March 12, 2024: Delta Data, a Terminus Capital Partners company and trusted provider of pooled fund and mutual fund software solutions, proudly announces its acquisition of Phoenix Systems Inc., a fintech firm specializing in global mutual fund transfer agent, sub-accounting, and trading software solutions. The acquisition reinforces Delta Data's mission to deliver industry-leading, mission-critical solutions to the pooled fund industry.

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Trends Shaping The Investment Management Industry

The investment management industry is undergoing a profound transformation, with several key trends reshaping the way investments are managed and strategies are devised. In this article, we will examine the most influential investment management industry trends, from sustainable and responsible investing to the adoption of cutting-edge technology.

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Is ESG Investing Financial, Political, Or Both?

In today's investment world, Environmental, Social, and Governance (ESG) factors have gained significant prominence. The intersection of ESG politics and financial markets is a topic of immense importance as it highlights the role of sustainable and responsible investing in shaping the world's future.

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How Will AI Affect The Financial Services Industry?

Artificial intelligence in financial services has ushered in a new era of innovation and efficiency. From automated trading algorithms to improved customer service, AI is reshaping the industry.

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