The Phoenix development team carefully listen to their customers feedback and continue to develop and improve the system.
Used by leading banks and several Fortune 500 institutions, Phoenix System is a stand-alone administration and management system for the global wealth management industry.
The Phoenix System has evolved over 22 years to become a modern, stable, secure and reliable solution deployed in the majority of the Offshore Financial Centres across the world.
We've built and improved the system over many years with the help and feedback of our customers. Our consultants have over 40 combined years of experience in the finance industry so we understand the
daily challenges your company face and have designed Phoenix to support and facilitate your day to day work.
Additionally, the strength of the Phoenix System is our team agility to be flexible and accommodating, we regularly develop and add custom features at the request of specific clients or adjust and change parts of the system to suit particular requirements.
Phoenix licensing structure is also appropriately designed to suit large corporations with many hundreds of staff to small firms with a few employees.
In May 2018, the new Data Protection Regulations (GDPR) come into force. Is your system compliant? Phoenix V5 includes all the necessary tools to ensure your company is and remains so.
Providing data encryption, biometric authentication, two factors authentication, subject access request, right to be forgotten and many other features.
In partnership with the leading financial analytic service providers Dow Jones and Experian, Phoenix is introducing built-in KYC/CDD checks.
Right from the on-boarding process, perform instant identity and historical checks on your clients as well as automated regular maintenance checks.
For companies dealing with international transactions on a regular basis, keeping track of currency fluctuation is crucial. Phoenix now has a real time built-in currency update with Forex rate history all the way back to 1999 and a live exchange rate currency convertor.
Phoenix was recently updated to the latest .NET framework providing security, reliability and improved performance as well as much more room for expansion.
Additionally, Phoenix was ported from an Oracle Database to Microsoft SQL in order to simplify maintenance process and future updates.
All client records were encrypted to the latest AES256 standard in the process.
Phoenix has been built on many years of experience, has hundreds of features and the latest Phoenix V5 is even more pro-active on your behalf.
Phoenix now monitors all your KYC/CDD renewal dates, performs checks, verifies the validity of certificates and other documents, monitors currency fluctuation and alerts you if something need your attention.
There are a limited number of Wealth and Company Management Systems available and moving from one system to another is never an easy process. Aside of having to learn the new system, it is often impossible to transfer the data across without huge amount of time invested in the process.Phoenix now has a built-in migration tool allowing to import your data from your existing system to Phoenix for a smooth transition process (please check with us for compatibility).