Our Fund Solutions Overview

A Full Spectrum of Services to Meet Your Outsourcing Needs

Boston Financial has developed a broad range of services to meet the needs of all segments of our client base -- fund companies, shareholders and financial intermediaries. Whether you choose a bundled or unbundled approach to our service offerings, we provide the degree of customization that you seek.

Our services include:

• Mail Processing and Workflows
• Transaction Processing
• Reconciliation and Control
• Reporting
• Tax Reporting
• Regulatory Compliance
• Telephone Servicing
• Internet Services for Shareholders
• Statements
• Shareholder and Participant Correspondence
• Internet Services for Intermediaries
• Account Information for Internal Databases
• Distribution Support

Leading-Edge Technologies to Advance Your Business Objectives

Boston Financial has a proven track record of meeting our clients’ needs through the successful implementation of these DST® technologies:

• Automated Workflow Distribution
  • Automated Work Distributor™
  • AWD/Intelligent Character Recognition
  • AWD/Knowledge Enabler™
  • AWD/Report Import Processor
  • AWD/Straight Through
  • AWD/Business Intelligence™
  • Literature™
  • EnCorr®
• Recordkeeping
  • TA2000®
  • TA2000 Desktop™
  • eSTUB®
  • High Speed Data Entry
  • TRAC™
  • TRAC Desktop™
  • TRAC Compliance Desktop™
• Reporting
  • PowerSelect™
  • TA2000 Data Warehouse™
  • Transmission Interface Package
• Self-Service
  • FAN Web™
  • TA2000/Voice™
  • TRAC/Web™
  • TRAC Web/Wireless™
  • TRAC/Voice™
  • Vision Mutual Fund Gateway
  • FAN Mail®
• Call Management
  • AWD/Contact™
  • CentreVu®
  • NICE
  • eLLITE™