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August 03, 2021

Dynamic Advisor Solutions Partners with Pontera to Actively Manage Held-Away Accounts

Dynamic Advisor Solutions has partnered with FeeX to provide a Premium Service option that integrates held-away accounts. The service gives advisors visibility into their clients’ held-away holdings and available investments. Advisors can execute a sell, buy or exchange order on behalf of their clients, opening avenues of opportunity to add value and improve financial outcomes for their clients.

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