Customized Solutions

The right answers start with a personal relationship.

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Business Lines

Class Action and Settlement Administration Services

Experience that’s Unmatched In a Class
of its Own

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Trendsetting best practices. Industry-leading innovation.

In 1973, Boston Financial entered the transaction processing business by servicing mutual funds and quickly became the recognized leader, setting many of the industry’s best practices and leading the way in technological innovation. Since then, we’ve assumed the same type of industry leadership in servicing 529 plans, retirement plans, and contractual plans. In addition, we also offer complete settlement administration and business continuity services.