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Fulton selects InvestEdge wealth management solution


Fulton Financial Advisors, the wealth management division of Fulton Financial Corp and Arvest Asset Management, a subsidiary of Arvest Bank, are now utilising the InvestEdge wealth management solution for portfolio management, performance reporting, trade automation, and compliance monitoring.


According to executives at the firms, Fulton and Arvest chose InvestEdge with similar business goals in mind. Their objectives included enhanced abilities to provide premium service to high net worth clients, improved front-office efficiencies to support growth, and rigorous oversight of accounts.

David Campbell, President of Fulton Financial Advisors, explains that InvestEdge was selected for its ability to help deliver the premium service his clients expect.
"Our clients depend on us for strategic asset allocation, portfolio construction, manager oversight and selection and superior client service," he says. "InvestEdge enables us to execute our open architecture strategies and ensure they remain aligned to each client’s unique objectives. Perhaps the greatest impact has been our ability to provide high quality investment presentations. Our reports do more than deliver performance returns — they help to shape favourable impressions about the quality and care each account receives."

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