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Contract Type
partnership
OaksSoftwareDescription
SEI announced a strategic partnership with Front Street Capital Management, wherein Front Street has chosen SEI for custody and technology solutions, including transferring more than $600 million in assets under management to SEI. The partnership aims to provide an end-to-end experience for advisor's business and support Front Street's distinctive investing activities.
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Agreement Insights
Based on industry dataStrategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months