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Phoenix Systems Inc is a software development firm that caters to the financial services industry.  Phoenix applications process thousands of funds representing hundreds of billions in assets for our global client base. Phoenix clients are mutual funds, third party transfer agents, banks, insurance companies, fund accountants and investment advisers, any company that processes unitized investment pools.

Phoenix Systems Inc. was founded in 1981 by Judy Koch and Sandra Perkowitz with the principal goal of developing flexible applications that had the power of expensive and rigid mainframe applications for a fraction of the cost. 


Phoenix Systems has been extremely successful in accomplishing this goal with more than 75 client installations using our applications domestically and in 7 countries around the world.

Judy Koch, President

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; including State Street Bank. 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 (tm) 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.


Alex Monica, Senior Vice President

Mr. Monica has been with Phoenix Systems since 1998 starting as an inside sales rep and ascending the ranks of the sales and marketing group to eventually lead it in 2003. Since his appointment as Vice President of Sales and Marketing he has been responsible for revamping the sales and marketing strategies of the company resulting in the acquisition of numerous key clients and producing significant increases in annual revenue from year to year. He has significant knowledge about the mutual fund industry along with extensive business and technical knowledge surrounding transfer agent, portfolio/fund accounting and NSCC trading systems.


Mr. Monica has a degree in Business Management, with an emphasis on entrepreneurship, from Georgia Southern University.


Joanne Garton, Senior Vice President

Ms. Garton has been working in the software industry since 1996. She started her career at Phoenix and worked as a programmer for 5 years. She then moved to Washington DC for 4 years where she worked as a software project manager for Northrop Grumman. Since returning to Phoenix in 2005 she has been primarily in charge of implementing complex client projects involving the definition of business requirements and the integration of those requirements into already existing/evolving systems.


Ms. Garton has an undergraduate degree from Cornell University and an MBA from Georgia State with a concentration in finance.

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