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Rating:Fund Company Upgrades to Save Advisors Time Not Rated 0.0 Email Routing List Email & Route  Print Print
Monday, June 19, 2006

Fund Company Upgrades to Save Advisors Time

by: Marie Glancy

How can today's busy advisors handle accounts more efficiently? OppenheimerFunds has pledged to help them do so by adding value to online tools. The company has therefore added to the stockpile of resources in its five-year-old online asset management program, Portfolio Builder: post-enhancement, advisors can create their own portfolio allocation models or modify existing models and assign them to several client accounts. The changes, announced Monday, will let advisors rebalance portfolios on demand for one or more accounts, and revise capital gains and dividend options for clients.

 

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