Phoenix Systems, Inc.

Description

In 1981, Judy Koch and Sandra Perkowitz founded Phoenix Systems Inc. with a unique vision in mind. They wanted to be among the first to design and develop PC-based, user friendly, recordkeeping and accounting systems for the financial services market. This dream was realized in 1984 when they installed their first system for a client. By combining their technological expertise with their knowledge of the mutual funds and employee benefits industries, they provided what no one else in the marketplace could or would; mainframe-strength financial accounting/recordkeeping solutions on Personal Computers. Over the decades, the combination of rapidly changing technology and the evolving financial services industry has created a profitable niche for Phoenix Systems to successfully service.Sandra Perkowitz, President -- Ms. Perkowitz has been in the computer systems business since 1965; in the software development since 1970. She has designed, developed, documented, sold and installed computer systems for a variety of corporations and financial institutions. Primary areas of expertise are mutual fund record keeping, investment accounting and employee benefits plan administration. Prior to co-founding Phoenix Systems in 1981, Ms. Perkowitz was president of Computech Financial Services Inc., a subsidiary of the First Pennsylvania Bank. She was chosen for this position in 1978 due to her extensive technical skills and communications and managerial skills, as well as overall business acumen. Ms. Perkowitz is a recognized expert in applicable law, the regulatory environment, and GAAP as applied to the world of investments in general -- mutual funds and employee benefits in particular. She is well known in the mutual fund industry and, on several occasions, spoken at industry seminars and conferences and has published several articles in industry trade publications. Ms. Perkowitz is a graduate of the University of Pennsylvania and has a MA degree from New York University.Judy Koch, Vice President & Secretary -- Ms. Koch has been in the computer systems business since 1968, much of that in the financial services industry. She has designed, developed, documented, sold and installed computer systems for a variety of corporations and financial institutions. Prior to founding Phoenix Systems, Ms. Koch worked in financial services and developed systems for market research and market analysis for The Coca-Cola Company. Ms. Koch is the primary architect of the FUNDS™ Shareholder Recordkeeping Package -- Phoenix Systems' most successful product. She is knowledgeable about the back office workings of banks, brokers and mutual funds, in the United States and the international arena as well. A particular skill of Ms. Koch's is the ability to integrate and improve the interaction of these entities with one another. Ms. Koch is a graduate of the State University of New York.

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