Monday, 30 September 2013

Boston Financial celebrates 40 years of industry leadership

Nation’s Premier Financial Services Outsourcing Firm Stays Ahead Through Continual Innovation

Boston Financial Data Services, Inc., today announced its 40-year anniversary as a leading financial services outsourcing provider.

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 quality.

With services for mutual funds, retirement plans, contractual plans, and 529 plans, Boston Financial is well recognized for its best-practices and service excellence.

“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 management business.”

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 (FIATM) Solution, which offers transparency and tools to manage the complexities of intermediary relationships, and its recently introduced Blue Sky administration service.

“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 companies alike.“

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.

Media Contacts

Boston Financial Data Services | Ann Marie Mierzykowski | T 617-483-8109


Notes to Editors

About Boston Financial

Boston Financial Data Services, Inc. is one of the industry's premier outsourcing providers servicing the financial marketplace. Founded in 1973, Boston Financial is a joint venture between DST Systems, Inc. of Kansas City, MO. and State Street Corporation of Boston, MA. The joint venture has enabled Boston Financial's clients to use DST's industry-leading software and technology while benefiting from the institutional support and global reach of State Street. For more information, visit


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