Managed Account Services

Staying Competitive in an Economy of Continuous Change
Ongoing pressure to improve service, lower operational costs, and mitigate risk is pushing the competitive advantages of outsourcing into the mainstream of the financial services industry. With Boston Financial, you gain the experience and resources of the industry's top ranking service provider. With well over 30 years of experience providing investor services to the most demanding financial experts in the world, we bring the leverage of best practices and continuous improvement right to the core of your service operation.

Realizing the Benefits that Come from an Experienced Resource Boston Financial has been delivering long-term support solutions to the investment community since 1973. This experience is just one facet of what we bring to your business. The rest has to do with providing you the means to stay competitive in this changing environment without sacrificing a single benefit of your current service model. We designed our Managed Account Services to ensure:

• Flexible solutions for any custom service model
• Efficient & timely implementation
• Continuous contact & support from top industry experts
• Monthly expense predictability & cost control
• Industry-leading risk management & regulatory services monitoring
• Total solution scalability

With Boston Financial, you can be confident that making a change in the way you complete back- and middle-office functions will allow your firm to uphold its high standards of service and focus much more of your time on core competencies.

Improving Service Through a Seamless Extension of Your Business Capabilities
Our Managed Account Services become a seamless extension of both your back-office and middle-office infrastructure because it is customized to your operational needs right from the start. You define the specific requirements that make up your service model by selecting from specialized services that include:

• Client Servicing
• Account Processing
• Investment Accounting
• Settlements Processing
• Sponsor/Custodian Reconciliation
• Performance Measuring & Reporting
• Portfolio Administration & Trade Support
• Private Label Reporting for End Investors
• Revenue Recognition Support
• End Client Billing

This world-class suite of services is designed to suit your needs precisely in a way that will grow with your business, but more importantly it gives your team the means to direct greater attention toward asset gathering and management.

Taking the Stress Out of Implementation
The word "implementation" tends to carry a certain degree of anxiety- especially in a world where large dollar amounts have to be traded continuously without disruption. We have mitigated this concern for our Managed Account Services by applying the same successful strategies used with our other business lines for transitioning data and services in a timely and effective manner. Our track record is worthy enough to gain the confidence of top financial professionals across the globe.

Our implementation team consists of highly experienced, proven subject matter experts that take the burden away from your internal resources by:

• Defining implementation procedures
• Handling requirements gathering
• Assigning & monitoring task responsibilities and timetables
• Overseeing risk tracking & resolution

In short, we provide a proven methodology for your implementation process so you can be assured of maximum support and minimum disruption.

By integrating best-of-breed technology with our time-tested infrastructure and industry expertise-along with a highly experienced team of wealth management professionals-we automatically assure you a robust end-to-end solution before even sitting down to define your needs. In fact, no matter how you structure your service model, our solution comes ready-made to provide:

• Unmatched Operational Efficiencies
• Robust Accounting
• Immediate Scalability
• Increased Flexibility
• Instant Information Access

Furthermore, since our core business is to provide the best accounting, data aggregation, portfolio analysis, and workflow automation available for financial firms of all shapes and sizes, we have structured our solution in a way that will expand or contract according to your needs. That means you never have to worry if the volume of your business suddenly changes in the future.

Ensure the Best Service for Your Clients Through a Provider You Already Know and Trust
Start now to enjoy the benefits and confidence that comes from collaborating with a partner that has the industry experience, long-term focus, and service excellence that our industry demands. To learn more about our Managed Account Services, please contact us at Request_Info@bostonfinancial.com.