The partnership between Phoenix American and Forge Trust will also feature a technical integration to modernize the investor’s day-to-day experience. Automated position files from Phoenix American will ensure that investor accounts at Forge Trust are always up to date with the latest changes. Phoenix American and Forge Trust will work together to support the customer service needs of client investors.

“Part of our mission at Phoenix American is to help our clients make their products as accessible to investors as mutual funds,” said Andrew Constantin, Senior Vice President, Operations at Phoenix American. “Our partnership with Forge Trust helps move the industry in that direction and helps continue bringing alternative investments into the mainstream.”

Read More: New Partnership: Forge Trust

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