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● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

Phoenix Fund Services
Location
6060 N Central Expressway, Suite 500,
Dallas, 75206, TX,
United States
Website
https://www.phx-fs.com/
Phone
1 214-979-6336
Artw industry
Banking and Financial Services
Employee
Revenue

Phoenix Fund Services Technographics

Phoenix Fund Services Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Phoenix Fund Services and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 10 Phoenix Fund Services employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Phoenix Fund Services has purchased the following applications: Perplexity for Generative AI Platforms in 2024, Allvue Systems Business Intelligence for Analytics and BI in 2025, Microsoft 365 for Collaboration in 2024 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Phoenix Fund Services is running and its propensity to invest more and deepen its relationship with Perplexity , Allvue Systems , Microsoft or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Phoenix Fund Services revenues, which have grown to $3.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Phoenix Fund Services intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Phoenix Fund Services Data, Technology Stack, and Enterprise Applications
AI Development
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Perplexity Legacy Perplexity Generative AI Platforms AI Development n/a 2024 2024
Analytics and BI
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Allvue Systems Legacy Allvue Systems Business Intelligence Analytics and BI Analytics and BI n/a 2025 2025
In 2025 Phoenix Fund Services implemented Allvue Systems Business Intelligence, leveraging Business Intelligence capabilities within Allvue’s integrated platform to support its Dallas-based fund administration business. The deployment emphasized reporting and data management to reduce manual processes and provide a dynamic investor portal tied to fund administration and investor servicing workflows. The implementation encompassed fund accounting, CRM, reporting and data management modules from Allvue, with Allvue Systems Business Intelligence configured to centralize investor reporting workflows and consolidate operational data models. Functional configuration focused on report automation, standardized data feeds for investor statements, and a portal-driven distribution layer to deliver dynamic investor access to reports and holdings. Operational coverage targeted the Dallas fund administration operation and investor relations functions, with governance changes that restructured reporting workflows and handoffs to minimize manual report assembly. The Allvue case study explicitly cites that reporting and data management through Allvue Systems Business Intelligence streamlined investor reporting and improved operational efficiency for Phoenix Fund Services.
Collaboration
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Microsoft Legacy Microsoft 365 Collaboration Collaboration n/a 2024 2024
Content Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Web Content Management Content Management 2024 2024
CRM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Customer Data Platform CRM 2024 2024
Donor and Fundraising Management CRM 2025 2025
ITSM
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Performance Management ITSM 2024 2024
Investment Management
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Portfolio and Investment Management Investment Management 2024 2024
IaaS
Vendor
Previous System
Application
Category
Market
VAR/SI
When
Live
Insight
Application Hosting and Computing Services IaaS 2024 2024
Content Delivery Network IaaS 2024 2024
IT Decision Makers and Key Stakeholders at Phoenix Fund Services
First Name Last Name Title Function Department Email Phone
No data found
Show All Contacts
Apps Being Evaluated by Phoenix Fund Services Executives
Date Company Status Vendor Product Category Market
No data found
FAQ - APPS RUN THE WORLD Phoenix Fund Services Technographics

Phoenix Fund Services is a Banking and Financial Services organization based in United States, with around 10 employees and annual revenues of $3.0 million.

Phoenix Fund Services operates a diverse technology stack with applications such as Perplexity, Allvue Systems Business Intelligence and Microsoft 365, covering areas like Generative AI Platforms, Analytics and BI and Collaboration.

Phoenix Fund Services has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Perplexity, Allvue Systems and Microsoft.

Phoenix Fund Services recently adopted applications including Allvue Systems Business Intelligence in 2025, Allvue Systems Fundraising Software in 2025 and Perplexity in 2024, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Phoenix Fund Services’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Phoenix Fund Services’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Phoenix Fund Services technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.