Mutual Funds

Boston Financial’s core mission upon its founding in 1973 was to service mutual funds. Our entrance into the mutual funds industry at the cusp of its exponential growth positioned us well for continued success. We have consistently developed, implemented and set the standard for new services that keep our fund clients ahead of the constantly changing industry and its many challenges.

Supporting mutual funds with their transfer agency, intermediary, and other outsourcing needs has given us core competencies that we have leveraged with our subsequent lines of business. Our clients reap the numerous benefits of our expertise and standing in the industry. We thoroughly understand the regulatory and operational aspects of the business, and consistently deliver reliable, proven and leading-edge products to the marketplace.

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. Today, it is our privilege to provide investor services for 145 fund companies, representing more than 6,650 funds, 26 million shareholders and assets of $760 billion.

Client Support
Your Client Services Team will be comprised of Boston Financial associates with significant expertise in mutual funds.

Your team members go through regular training to ensure that they stay informed on your behalf. We develop and deliver training courses on the many required regulatory and compliance events related to mutual funds. We also continuously enhance our associates’ product knowledge and knowledge of the investment services industry, as well as of legislative changes that affect mutual funds.

We’ve Been Around Long Enough to Give You Exactly What You Need
Boston Financial’s depth of experience in the mutual fund industry gives us virtually unmatched knowledge, insights and capabilities. Put that expertise to work for you. For more information on our mutual fund services, please contact us at Request_Info@bostonfinancial.com.