Video Case Study: Phoenix Fund Services

After consolidation in the alternatives industry, CEO and Managing Director of Phoenix Fund Services, Paulette Firestone saw a gap in the marketplace to create a fund administration platform that focused on high touch, high quality service and “great technology”.  “Allvue offered a really clear solution,” said Paulette. “Their entire platform is integrated from fund administration, to CRM, reporting and data management – it’s all in one.”  Firestone stated that Phoenix needed a platform that reduced manual processes, had strong automation capabilities built into the platform, and offered a dynamic investor portal.

“The entire process from the planning and discovery phase, the implementation phase, and the go live phase and then the follow on support has been seamless,” she said.  “There was excellent communication all the way through. We were guided step by step through every part of the way. After our go live, we’ve continued to feel like we have a built-in team at Allvue in a way that we just pick up a phone and send an email, and we know they’re there. They’re super responsive, which goes back again to the importance of selecting them as a team and extension of our team.”