Media Contact Matthew Hutchison ...
“Our continued success can be attributed to our ability to help investment executives solve theircritical business issues ...
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Press Release Fulton And Arvest Final 5 23 11

InvestEdge Press Release
Published on: Mar 4, 2016
Published in: Economy & Finance      Business      

Transcripts - Press Release Fulton And Arvest Final 5 23 11

  • 1. Media Contact Matthew Hutchison 412-860-8067 FOR IMMEDIATE RELEASE InvestEdge Wealth Management Solution Selected by Fulton Financial Advisors and Arvest Asset Management Firms Rely on InvestEdge to Help Achieve Key Business ObjectivesPHILADELPHIA, PA—May 24, 2011—Fulton Financial Advisors, the wealth management divisionof Fulton Financial Corp., and Arvest Asset Management, a subsidiary of Arvest Bank, are nowutilizing the InvestEdge wealth management solution for portfolio management, performancereporting, trade automation, and compliance monitoring.According to executives at the firms, Fulton and Arvest chose InvestEdge with similar businessgoals in mind. Their objectives included enhanced abilities to provide premium service to high networth clients, improved front-office efficiencies to support growth, and rigorous oversight ofaccounts.David Campbell, President of Fulton Financial Advisors, explains that InvestEdge was selected forits ability to help deliver the premium service his clients expect.“Our clients depend on us for strategic asset allocation, portfolio construction, manager oversightand selection and superior client service,” Campbell states. “InvestEdge enables us to execute ouropen 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 favorable impressionsabout the quality and care each account receives.”According to Diane Wells, President at Arvest Trust Co., her firm was looking for a solution tosupport the company’s growth objectives and minimize exposure to risk.“We worked closely with InvestEdge to evaluate our investment processes and legacy tools. Weidentified a number of tasks that inhibited our efficiency and resulted in opportunities for errors.With InvestEdge, we’ve automated tasks such as account rebalancing and performance reporting,providing significant time savings for our portfolio managers. As a result, our front office has moretime for client servicing and revenue-generating activities.”With the addition of Fulton and Arvest, InvestEdge is now used by 36 investment firms thatcollectively manage over 200,000 accounts with assets totaling more than $550 billion.
  • 2. “Our continued success can be attributed to our ability to help investment executives solve theircritical business issues and achieve their long term business objectives,” said Bob Stewart, Presidentand CEO of InvestEdge. “Because we focus on what matters most to our customers, no firm has everleft InvestEdge for a competitor. We’re looking forward to similar long-term relationships withFulton and Arvest.” ####About InvestEdge, Inc.InvestEdge is a leading provider of wealth management solutions to large banks, trust companies,brokerage firms, and financial advisors. Through an integrated wealth management platform,InvestEdge automates key front office functions including portfolio management, performancemeasurement, client reporting, compliance monitoring, and trade automation. Founded in June of2000, InvestEdge is quickly growing through the addition of major customers such as WilmingtonTrust, Glenmede Trust, Keybank, Huntington National Bank, TD Bank, and Greycourt and Co. Tolearn more, visit or call 1-800-830-1839. InvestEdge is a registeredtrademark of InvestEdge, Inc.About Fulton Financial AdvisorsFulton Financial Advisors, which operates through affiliates of Fulton Financial Corporation, is a$4.6 billion firm offering a broad array of financial products and trust and retirement services, basedin Lancaster, PA with regional offices in Pennsylvania, Maryland, Delaware, New Jersey andVirginia. Fulton Financial Corporation, parent company of Fulton Financial Advisors, has beennamed one of the nation’s 100 Most Trustworthy Companies by Forbes.About Arvest BankArvest Bank operates more than 230 bank branches in Arkansas, Oklahoma, Missouri and Kansasthrough a network of 16 locally managed banks, each with its own board of directors andmanagement team. These banks serve customers in 90 communities with 12-hour weekday bankingat most locations. Arvest also provides a wide range of banking services including loans, deposits,treasury management, credit cards, mortgage loans and mortgage servicing. Arvest is an equalhousing lender and member FDIC.Arvest also operates a mortgage company, mortgage servicing company, brokerage company,insurance division and trust company.

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