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.

 

Stay ahead of the news ... Sign up for our email alerts now
CLICK HERE