Boston Financial Celebrates 40 Years of Industry Leadership
Nation's Premier Financial Services Outsourcing Firm Stays Ahead Through
QUINCY, Mass., Sept. 30, 2013
QUINCY, Mass., Sept. 30, 2013 /PRNewswire/ --Boston Financial Data Services,
Inc., today announced its 40-year anniversary as a leading financial services
Founded in 1973 as a full-service transfer agent for the growing mutual fund
industry, Boston Financial today is the largest third-party transfer agency
provider in the U.S. Over the past decades, the company has expanded its
capabilities into an array of compliance and financial services solutions that
promote financial control, scalability, process efficiency, and service
With services for mutual funds, retirement plans, contractual plans, and 529
plans, Boston Financial is well recognized for its best-practices and service
"Reaching the forty-year milestone is a testimony to Boston Financial's
ability to evolve and adapt to meet the changing needs of the marketplace,"
said President and CEO Terry Metzger. "Anticipating and responding to shifts
in the industry landscape enables us to help our clients grow their asset
Building on four decades of transfer agency expertise, Boston Financial has
leveraged its extensive knowledge of data management and analysis into new
business areas, including its Financial Intermediary Administration (FIA^TM)
Solution, which offers transparency and tools to manage the complexities of
intermediary relationships, and its recently introduced Blue Sky
"Boston Financial continues to expand its offerings and provide value to its
clients," says Metzger. "Sophisticated technology and an adaptable multi-site
strategy positions the company to respond to the needs of investors and fund
From core shareholder recordkeeping to financial intermediary administration,
compliance services, E-Business solutions, proxy solutions, class action and
settlement administration, and event center support, Boston Financial today
meets a wide range of servicing needs.
About Boston Financial
Boston Financial Data Services, Inc. is one of the industry's premier
financial services outsourcing providers for the mutual fund and employer
retirement plans markets. Boston Financial is a joint venture between DST
Systems, Inc. of Kansas City, Mo., and State Street Corporation (NYSE: STT) of
Boston, Mass. This joint venture has enabled Boston Financial's clients to
utilize DST's industry-leading software and technology while benefiting from
the institutional support and global reach of State Street. For more
information, visit www.bostonfinancial.com.
SOURCE Boston Financial Data Services, Inc.
Contact: Ann Marie Mierzykowski, Boston Financial Data Services, Inc.,
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