For over 40 years, we have provided shareholder recordkeeping, intermediary and investor services, and regulatory compliance. We also offer financial intermediary administration, E-Business solutions, proxy servicing, and class action settlement administration.


Boston Financial utilizes industry-leading practices developed from cutting edge technology, unmatched experience, and the most knowledgeable professionals in the industry.


  • The Newsroom

    • News & Events

    • Fund Company Boards Increasingly Concerned About Intermediary Oversight According To Boston Financial Survey

      June 19, 2014

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    • Boston Financial Announces Retirement Of Compliance Veteran Joan Dowd

      February 21, 2014

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    • From Our Blog

    • Have It Your Way: Meeting the Needs of Empowered Consumers

      By Brian Melter | May 12, 2015

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    • The Folklore of Finance: How to Make Better Investing Decisions

      By Colleen Sebastian | May 5, 2015

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