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

    • New Boston Financial Survey Indicates Fund Company Oversight Increasingly Focused On Payments To Intermediaries

      June 24, 2015

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

      June 19, 2014

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    • From Our Blog

    • Is Your Life and Work Working for You? Here are 5 Quick Tips that can Help

      By Nicole MacDonald | July 21, 2016

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    • Now What? What Blockchain Means for the Transfer Agent

      By Phil Blake | July 14, 2016

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