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

      Read Press Release...

    • Boston Financial Announces Retirement Of Compliance Veteran Joan Dowd

      February 21, 2014

      Read Press Release...

    • From Our Blog

    • Prepared for Whatever Comes Next: Creating future value in compliance programs

      By Craig Hollis | April 14, 2015

      Read Article...

    • Service-Oriented IT

      By Jim Finn | April 8, 2015

      Read Article...