With our record of innovation, renowned service levels and extensive experience, Boston Financial is the service provider of choice for leading fund companies of all sizes. Boston Financial has three principal lines of business corresponding to distinct investment products offered by fund companies:
- mutual funds
- defined contribution and retirement plans
- college savings 529 plans
We have a larger shareholder base than any other third party service provider in the industry.
Boston Financial was founded in 1973 as a unique joint venture between two of the industry's leading technology and institutional services companies–DST Systems Inc., and State Street Corporation. Together, State Street, DST and Boston Financial have achieved significant market share by being people focused, technologically superior, and working together for our common client interests.
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