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One to One Interactive Portfolio:

Oppenheimer Funds

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Oppenheimer Funds: IRA @ Hand B2B Communicator

Oppenheimer Funds used to distributed CD ROMS of tax-related documentation which was expensive, time-consuming process and not very timely. Oppenheimer sought to give instant, up-to-date sales information on their financial advisor’s right on their desktop. OTOlabs was engaged to develop a branded desktop application which could manage a desktop document library, current fund performance information, as well as provide specific personalized information to the sales people.

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