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

    • Financial Intermediary Oversight: What the industry is focused on in 2015

      By Ken Larsen | June 29, 2015

      Read Article...

    • Facing Industry Challenges Together

      By Tracy Shelby | June 22, 2015

      Read Article...