The Boston Financial Difference
HISTORY OF INNOVATION
As proof of our leadership, Boston Financial
claims a long history of innovation “firsts”
in the industry. This record stems from our ability
to accurately assess client needs, expertly develop
solutions and quickly implement those solutions.
Our clients benefit from smart thinking that moves
efficiently from concept to reality.
Boston Financial was the first:
- Independent service provider to offer a full
suite of Internet-based solutions for the mutual
fund industry.
- Transfer agent to implement a document imaging
and workflow distribution system.
- Transfer agent to be on the NSCC Trust and
DCC&S platforms.
- Transfer agent to offer an automated call
distribution system.
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