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Recent Activities

Activities between Nov. 16, 2024, 12:28 a.m. and Nov. 23, 2024, 12:28 a.m. in: Montana (United States).

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Front Street Capital Management Selects SEI for Custody and Advisor Technology

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity / Region: Oaks
Partnership: Awarded: Document Extract: Front Street Capital Management Selects SEI for Custody and Advisor Technology. Integrated Custody and Technology Solution Powers Connected Experience and Business Growth. OAKS, Pa., Nov. 21, 2024 /PRNewswire/ - SEI® (NASDAQ: SEIC) today announced that Front Street Capital Management (Front Street) has selected SEI for custody and technology solutions, embracing a tightly integrated, single infrastructure that provides an end-to-end experience across every aspect of an advisor's business, including a dedicated service and relationship management model. Front Street is moving more than $ 600 million in assets under management to SEI. The Montana - based registered investment advisor invests client capital exclusively in purpose-driven companies that demonstrate ultra-long-term compounding ability and core values of management integrity, employee empowerment, teamwork, passion, long-term focus, and disciplined capital allocation.
Document Source: https://www.prnewswire.com/news-releases/front-street-capital-management-selects-sei-for-custody-and-advisor-technology-302312057.html (archive.org page / archive.org listing)


Front Street Capital Management Selects SEI for Custody and Advisor Technology

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Michele Blood, Co-Founder and Chief Operating Officer at Front Street, summarized the firm's reasons for choosing SEI as its custodian and technology provider: " SEI's technology and advisor services capabilities are immensely important for us to provide more effective, efficient, and personal interactions and information for our growing client base, and SEI's commitment to supporting our distinctive investing activities, while continually enhancing their platform's capabilities, provided us the comfort to make the switch. SEI embodies our criteria for enduring, successful businesses, and that is also a key differentiator for us ." Highlighting the benefits of the strategic partnership, Gabriel Garcia, Head of RIA Client Strategy and Experience for SEI's Advisor business, said: " In today's landscape, tight integration across technology and operations matters-particularly when it comes to efficiently running a business while providing a connected and collaborative experience for advisors and investors.
Document Source: https://www.prnewswire.com/news-releases/front-street-capital-management-selects-sei-for-custody-and-advisor-technology-302312057.html (archive.org page / archive.org listing)


Front Street Capital Management Selects SEI for Custody and Advisor Technology

Document Date: Nov. 21, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: Front Street invests on the assumption that great managers can continually create more customer value by cultivating cultures that demonstrate high levels of cooperation, communication, trust, and continual improvement philosophies. Michele Blood, Co-Founder and Chief Operating Officer at Front Street, summarized the firm's reasons for choosing SEI as its custodian and technology provider: " SEI's technology and advisor services capabilities are immensely important for us to provide more effective, efficient, and personal interactions and information for our growing client base, and SEI's commitment to supporting our distinctive investing activities, while continually enhancing their platform's capabilities, provided us the comfort to make the switch. SEI embodies our criteria for enduring, successful businesses, and that is also a key differentiator for us ." Highlighting the benefits of the strategic partnership, Gabriel Garcia, Head of RIA Client Strategy and Experience for SEI's Advisor business, said:
Document Source: https://www.prnewswire.com/news-releases/front-street-capital-management-selects-sei-for-custody-and-advisor-technology-302312057.html (archive.org page / archive.org listing)


Mountain America Credit Union Serves Growing East Valley with New Mesa Location

Document Date: Nov. 18, 2024, 7:45 p.m. / Source: GlobeNewswire
Activity Class: LocationActivity / Type: Added
Location_Added_By: Location: Document Extract: Mountain America Credit Union Serves Growing East Valley with New Mesa Location.
Document Source: https://www.globenewswire.com/news-release/2024/11/18/2983108/0/en/Mountain-America-Credit-Union-Serves-Growing-East-Valley-with-New-Mesa-Location.html (archive.org page / archive.org listing)


SWBC Launches Preferred Collect™ with FICO®

Document Date: Nov. 19, 2024, 2 p.m. / Source: PR Newswire
Activity Class: PartnershipActivity
Partnership: Document Extract: The service allows credit union borrowers to resolve past-due loan payments hassle-free. SAN ANTONIO and BOZEMAN, Mont., Nov. 19, 2024 /PRNewswire/ - SWBC, a diversified financial services company, is proud to announce its enhanced relationship with FICO®, a global analytics software company, by introducing a comprehensive managed collections service integrated with FICO's omnichannel customer communication capabilities. This marks a significant milestone in revolutionizing debt management solutions and enhancing borrower experiences. Jeff Mortenson, Senior Vice President of Contact Center Products. The newly rebranded service, now known as Preferred Collect™, is an innovative, white-labeled solution that allows borrowers to resolve past-due loan payments easily and conveniently through digital communication, empowering clients with seamless communication across multiple channels.
Document Source: https://www.prnewswire.com/news-releases/swbc-launches-preferred-collect-with-fico-302309708.html (archive.org page / archive.org listing)


U-Haul Acquires Former Extra Space Storage Facility in Minneapolis

Document Date: Nov. 21, 2024, 12:03 p.m. / Source: Business Wire
Activity Class: LocationActivity / Type: Added
Location_Added_By: Location: Document Extract: U-Haul® announced it is serving customers at a fourth retail, moving and storage center in Minneapolis - its 39th Company store in the North Star State.
Document Source: https://www.businesswire.com/news/home/20241121827078/en/U-Haul-Acquires-Former-Extra-Space-Storage-Facility-in-Minneapolis (archive.org page / archive.org listing)

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