Boston Portfolio Advisors, Inc

bostonportfolio.com

Boston Portfolio Advisors (“BPA”) is a nationally recognized consulting and services firm that has been providing high value-added, cost effective solutions to our clients for over 38 years. Clients include banks, funds, investors, portfolio originators and owners, attorneys and all other types of financial and investment firms. Our company profile is to be focused, thoughtful, cost effective and drive results for our clients. Most of our professionals have advanced finance, accounting, computer science and law degrees along with varied professional certifications.

C-Suite On Deck

Responsive image

Feature market insights and perspectives from top C-Level executives, elite technology influencers and thought leaders from your company here. This signature initiative has garnered immense support...

Contact Us

Events

Related News

SPIRE CAPITAL ANNOUNCED INVESTMENT IN TBM SERVICES COMPANY ADVOCATE

Cision PR Newswire | August 28, 2020

news image

Spire Capital, a leading New York-based private equity firm specializing in investments in the technology-enabled business services, communications, media, and education sectors, today announced its investment in Advocate Networks, LLC ("Advocate" or the "Company"). Advocate is the Premier TBM Services Company providing technology business management ("TBM") and technology expense management ("TEM") services to enterprise organizations needing to optimize ...

Read More

GOLDMAN EXPECTS 75 BPS OF FED RATE CUTS BY JUNE

Goldman | February 28, 2020

news image

Goldman Sachs expects the coronavirus to drive the Federal Reserve to cut U.S. interest rates by 75 basis points by June it said on Friday, implying as many as three cuts starting at its next meeting in March. Traders are pricing in a 72% chance of a quarter-point rate cut at the Fed’s March meeting, according to CME Group’s FedWatch. The central bank’s next policy-setting meeting is March 17-18. It then has one April 28-29 followed by another June 9-10. “Although moderat...

Read More

Financial Management, Investment Management

AEGIS TRUST ANNOUNCES LANDMARK PARTNERSHIP WITH COSMOS NETWORK

Aegis Trust | December 12, 2022

news image

Aegis Trust, one of the leading digital asset qualified custodians in the U.S. offering client-centric technology infrastructure and regulatory compliant solutions, announced today its support of the Cosmos Network and its ecosystem by custodying the treasury assets of its protocols. With this news, the company is building on its existing relationship by working with a wide range of Cosmos' key protocols as the custodian for the respective assets, in addition to continuing its support of cus...

Read More

VIGILANTCS AND PORTFOLIOAID FORMED STRATEGIC COMPLIANCE PARTNERSHIP TO AUTOMATE AND DIGITIZE CORE CFR

Business Wire | September 17, 2020

news image

Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Both firms automate and digitize core CFR controls to support wealth management firms, decreasing cost of compliance and improving evi...

Read More
news image

SPIRE CAPITAL ANNOUNCED INVESTMENT IN TBM SERVICES COMPANY ADVOCATE

Cision PR Newswire | August 28, 2020

Spire Capital, a leading New York-based private equity firm specializing in investments in the technology-enabled business services, communications, media, and education sectors, today announced its investment in Advocate Networks, LLC ("Advocate" or the "Company"). Advocate is the Premier TBM Services Company providing technology business management ("TBM") and technology expense management ("TEM") services to enterprise organizations needing to optimize ...

Read More
news image

GOLDMAN EXPECTS 75 BPS OF FED RATE CUTS BY JUNE

Goldman | February 28, 2020

Goldman Sachs expects the coronavirus to drive the Federal Reserve to cut U.S. interest rates by 75 basis points by June it said on Friday, implying as many as three cuts starting at its next meeting in March. Traders are pricing in a 72% chance of a quarter-point rate cut at the Fed’s March meeting, according to CME Group’s FedWatch. The central bank’s next policy-setting meeting is March 17-18. It then has one April 28-29 followed by another June 9-10. “Although moderat...

Read More
news image

Financial Management, Investment Management

AEGIS TRUST ANNOUNCES LANDMARK PARTNERSHIP WITH COSMOS NETWORK

Aegis Trust | December 12, 2022

Aegis Trust, one of the leading digital asset qualified custodians in the U.S. offering client-centric technology infrastructure and regulatory compliant solutions, announced today its support of the Cosmos Network and its ecosystem by custodying the treasury assets of its protocols. With this news, the company is building on its existing relationship by working with a wide range of Cosmos' key protocols as the custodian for the respective assets, in addition to continuing its support of cus...

Read More
news image

VIGILANTCS AND PORTFOLIOAID FORMED STRATEGIC COMPLIANCE PARTNERSHIP TO AUTOMATE AND DIGITIZE CORE CFR

Business Wire | September 17, 2020

Canadian RegTech solution providers, PortfolioAid and VigilantCS, have formed a strategic partnership to help Canada’s wealth management industry tackle client-focused reforms (CFRs) with award-winning technology. Under CFR, firms must comply with new conflict of interest provisions by June 30, 2021, and new KYP/KYC suitability obligations by Dec. 31, 2021. Both firms automate and digitize core CFR controls to support wealth management firms, decreasing cost of compliance and improving evi...

Read More