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.

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TESLA SEEKS TO TAP INTO STOCK SURGE WITH $2 BILLION SHARE SALE

Tesla | February 13, 2020

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Tesla Inc on Thursday announced plans to raise $2 billion in a stock offering, tapping into an astronomical jump in its share price over the past few months and reversing the electric-car maker’s often-stated policy of avoiding sales of new stock. Tesla said it would offer 2.65 million shares, of which Chief Executive Officer Elon Musk will buy up to $10 million in shares, while board member and Oracle co-founder Larry Ellison will purchase up to $1 million worth of Tesla shares. Tesla&rsq...

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WELLS FARGO TO OFFER BANK ACCOUNTS WITH CAPPED OVERDRAFT FEES

Wells Fargo | March 04, 2020

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Ahead of its scheduled congressional hearings in the coming week, Wells Fargo & Co. debuted the concept of two new bank accounts that set limits on the amount of fees that can be charged to customers. One account will limit overdraft fees to once per month and will come with checks, while the other type of account will have no overdraft fees and will not come with checks, Bloomberg reported. The account with limited overdraft fees will come at the cost of $10 a month, while the option withou...

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FINANCIAL MANAGEMENT

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SFS | March 31, 2022

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SFS (Scientific Financial Systems, Inc.) announced that it had been accepted into the FinTech Sandbox. The FinTech Sandbox provides market data and infrastructure technologies to FinTech startups from partners such as Factset, Refinitiv, and S&P. In exchange, the startups collaborate with other startup companies to share innovations and technologies for collaborating on projects. We are ecstatic to be part of the FinTech Sandbox. The breadth and depth of ...

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CORE BANKING

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Finastra, Wipro | June 03, 2021

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Wipro Limited, a leading global information technology, consultancy services, and business process services company, and Finastra, the largest pure-play software vendor representing the entire financial services industry, confirmed today a partnership to assist corporate banks across Asia-Pacific in accelerating their digital transformation. The firms will collaborate to produce a one-of-a-kind offering that blends Wipro's extensive service portfolio with Finastra's front-to-back trade f...

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news image

TESLA SEEKS TO TAP INTO STOCK SURGE WITH $2 BILLION SHARE SALE

Tesla | February 13, 2020

Tesla Inc on Thursday announced plans to raise $2 billion in a stock offering, tapping into an astronomical jump in its share price over the past few months and reversing the electric-car maker’s often-stated policy of avoiding sales of new stock. Tesla said it would offer 2.65 million shares, of which Chief Executive Officer Elon Musk will buy up to $10 million in shares, while board member and Oracle co-founder Larry Ellison will purchase up to $1 million worth of Tesla shares. Tesla&rsq...

Read More
news image

WELLS FARGO TO OFFER BANK ACCOUNTS WITH CAPPED OVERDRAFT FEES

Wells Fargo | March 04, 2020

Ahead of its scheduled congressional hearings in the coming week, Wells Fargo & Co. debuted the concept of two new bank accounts that set limits on the amount of fees that can be charged to customers. One account will limit overdraft fees to once per month and will come with checks, while the other type of account will have no overdraft fees and will not come with checks, Bloomberg reported. The account with limited overdraft fees will come at the cost of $10 a month, while the option withou...

Read More
news image

FINANCIAL MANAGEMENT

FINTECH SANDBOX ALLOWS SCIENTIFIC FINANCIAL SYSTEMS, INC TO COLLABORATE

SFS | March 31, 2022

SFS (Scientific Financial Systems, Inc.) announced that it had been accepted into the FinTech Sandbox. The FinTech Sandbox provides market data and infrastructure technologies to FinTech startups from partners such as Factset, Refinitiv, and S&P. In exchange, the startups collaborate with other startup companies to share innovations and technologies for collaborating on projects. We are ecstatic to be part of the FinTech Sandbox. The breadth and depth of ...

Read More
news image

CORE BANKING

FINASTRA AND WIPRO JOIN FORCES TO ENHANCE TRANSACTION BANKING DIGITAL TRANSFORMATION

Finastra, Wipro | June 03, 2021

Wipro Limited, a leading global information technology, consultancy services, and business process services company, and Finastra, the largest pure-play software vendor representing the entire financial services industry, confirmed today a partnership to assist corporate banks across Asia-Pacific in accelerating their digital transformation. The firms will collaborate to produce a one-of-a-kind offering that blends Wipro's extensive service portfolio with Finastra's front-to-back trade f...

Read More