Why Outsource to Boston Financial?

Because it will make a demonstrated difference in the success of your business.

Boston Financial has been serving as an outsource provider to the investment community since 1973. Our considerable expertise provides our clients with numerous benefits. Outsourcing your transfer agency and shareholder servicing functions to us will enable you to focus on:

• Assets and account growth.
• Business development and proprietary business lines.
• Enhancing efficiencies of core competencies.
• Reducing operating and capital costs.
• Management time for critical relationships.
• Product time to market.
• Product innovation and enhancements.

To help you analyze where you can achieve these outcomes by outsourcing, Boston Financial will work with you to identify your business objectives, define outcome measures for each objective and assess the probable impact of outsourcing by function.

Part of that analysis will examine whether a bundled or unbundled solution makes sense for your organization. You can access all of our services through a bundled solution, or choose from a menu of services for an unbundled solution.

Boston Financial is Uniquely Qualified to Handle Your Business
Boston Financial is one of the largest and most successful third-party service providers in the mutual fund industry. We provide investor services for 135 fund companies, representing more than 6,491 funds, 24.3 million shareholders and assets of $760 billion.

We thoroughly understand the regulatory and operational aspects of the business, and consistently deliver reliable, proven, and leading-edge technology and services to the marketplace. Strengthened by our superior client support and operational excellence models, you will get the competitive edge you require by outsourcing. We will provide you with best practices and industry standards, risk management, and common platform and systems configurations.

A Flexible Outsourcing Model That Fits Your Business
We find that companies differ in the extent of hands-on involvement they wish to have in monitoring and controlling daily operations, the types and detail of reporting desired, the extent to which transaction processes are tailored to their own fund policies and procedures, the level of customization of investor statements, and the procedures used for responding to shareholder and broker/dealer calls and letters.

Whether you choose a bundled or unbundled approach to our service set, we provide the degree of customization that you seek. We have designed maximum flexibility in our technologies, teams and processes to be able to deliver services that precisely meet your business needs.

And because the investment management industry, your business, and the market are dynamic, ever-evolving entities, we adjust our services to meet your needs as they change. Boston Financial has incredible flexibility to alter your service model as your business requirements shift. This ability has contributed to our high success rate as an outsource provider.

Concentrate on What You Do Best...
And leave your transfer agency and shareholder servicing to us. With our experienced associates, technology, collaborative culture and proven ability to understand each client’s business needs and develop flexible solutions to meet them, Boston Financial has become one of the most successful outsource providers in the industry. We look forward to working with you to help you outsource successfully and reap the benefits of new efficiencies that contribute to the growth of your business.