30 Years of Leading the Mutual Fund Industry

2003 marks Boston Financial's 30th anniversary of providing the best and most innovative servicing solutions to the financial services industry. In 1973, it would have been difficult to imagine the explosive growth of the mutual fund industry. Yet State Street and DST® Systems envisioned that expansion and believed that one of its key drivers would be a service organization that could combine the best of back-office servicing with superior technology.

The result of this vision was Boston Financial, a unique joint venture between these two giants in the field. Boston Financial is committed to providing clients with first-time quality and exceptional customer service, a rare form of operational excellence that has enabled us to consistently exceed industry standards. It has also fueled our steady growth. We are the top servicing provider for mutual funds, 529 plans, defined contribution plans and contractual plans.