Technology

Fulton, Arvest Select InvestEdge Wealth Solution

Vanessa Doctor 25 May 2011

Fulton, Arvest Select InvestEdge Wealth Solution

Fulton Financial Advisors and Arvest Asset Management have gone live with InvestEdge's wealth management system for portfolio management, performance reporting, trade automation, and compliance monitoring.

Fulton Financial Advisors is a $4.6 billion firm offering a range of financial products and trust and retirement services, while Arvest Bank operates more than 230 branches all over Oklahoma, Missouri and Kansas.

InvestEdge provides wealth management software to major banks, trust companies, brokerage firms and financial advisors.

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