Customized Solutions

The right answers start with a personal relationship.

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Overview

Class Action and Settlement Administration Services

Experience that’s Unmatched In a Class
of its Own

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Customized solutions. Driven by a personal relationship.

Your investor services solution begins with a personal relationship with your Boston Financial Relationship Manager, a senior-level liaison between you and the most robust, technologically-advanced transaction processing in the industry. They’ll work with you throughout your relationship with us to gain a clear understanding of your unique operational and servicing needs to create a customized solution that utilizes our tools and capabilities to your ultimate advantage.