MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication
an InvestmentWires' Publication
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|
MutualFundWire.com
The insiders' edge for 40 Act industry executives!
an InvestmentWires' Publication |
|
Monday, June 19, 2006 Fund Company Upgrades to Save Advisors Time 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. Printed from: MFWire.com/story.asp?s=12042 Copyright 2006, InvestmentWires, Inc. All Rights Reserved |