Financial Intermediary Administration Solutions: Boston Financial Data Services

The rise of third-party financial intermediaries (FIs) and the migration towards omnibus processing has led to a shift of shareholder servicing responsibilities from the fund's transfer agent to the FI. Fund operations and the relationships with FIs have grown more complex and the lack of transparency in this model has made it more difficult for fund companies to manage these relationships. These factors can impede a fund company's ability to meet key reporting and oversight requirements. Boston Financial has developed a suite of solutions to support the administration and oversight of financial intermediaries.

Today's business reality calls for access to complex intermediary data. Boston Financial's FIRMport,
a portal that provides a unique and robust repository of data about fund FIs, puts intermediary data in a single location at your fingertips. With its intuitive interface, you can better understand the specifics of each FI relationship to more effectively manage increasing regulatory and servicing requirements.

View Solutions Overview Learn more about how our FIA Solutions can help your business	Latest News Stay up to date on intermediary trends and our solutions to address them	Download Product Sheet Access and print an overview of Boston Financial's FIA Solutions
Executive Commentary Hear about intermediary trends and how we can help you address them	About Boston Financial Understand why we are well-positioned as your solutions provider	Contact Us Let's discuss how we can help you address your intermediary oversight needs