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April 06, 2022

Pontera and Mutual Group Announce Partnership

Mutual Group has partnered with Pontera to enable financial advisors to securely and compliantly manage and trade their clients’ retirement accounts. Through the partnership with Pontera, advisors affiliated with Mutual Group can now provide their clients with truly holistic wealth management by trading, managing and reporting on their clients’ held away accounts as part of their overall portfolio.

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