Xtiva & First Rate to Support Wealth Management Firm Growth

Through data intelligence and collaborative solution development, First Rate and Xtiva are aligning to provide enhanced solutions and services to their respective client bases ARLINGTON, TX (July 11, 2017) – Xtiva Financial Systems and First Rate, Inc., have announced a partnership designed to improve access for their respective clients and bring new solution features to […]

Xtiva Wins Two Major Insurance Company Mandates

Xtiva Financial Systems has announced long-term mandates from two of America’s largest insurance companies. These mandates significantly extend Xtiva footprint in this market.

Xtiva and Athene Group to shorten customer TTV and increase ROI

Alliance enables Xtiva and Athene clients to more easily access services. New York, NY – February 9, 2017 — Xtiva Financial Systems and The Athene Group have partnered to offer enhanced connectivity between their product suites, enabling their respective customers to materially increase technology capabilities and ROI on their Wealth Management technology stack. “Wealth Management […]

New Study: Sales Enablement Impact on Financial Industry Growth

Research will identify best investments for Financial Advisory Firms and Broker-Dealers New York, NY – January 31, 2017 — Xtiva Financial Systems is launching a major research project to examine the impact of investments in sales force performance made by wealth management firms and investment dealers. The research is expected to be updated annually with […]

Xtiva Sailing into 2017 Buoyed by Product Roadmap and Growth

Xtiva added record number of new users and new customers in multiple market segments in 2016.

Xtiva Among CIOReview’s Most Promising Tech in Finserv

CIOReview has named Xtiva Financial Systems as one of its 20 Most Promising Companies in Financial Services in 2016. The annual list, compiled by a panel of experts and CIOReview’s editorial board, is intended to recognize those companies at the leading edge of innovation in financial technology. Xtiva’s new Product Suite – Full Stack Sales […]

Xtiva Signals Evolution with Launch of New Brand Image

NEW YORK, NY. December 5, 2016 – Xtiva Financial Systems has launched a wholesale makeover of its corporate brand, unveiling a new logo, website and brand positioning. Xtiva’s new brand image reflects the company’s new mission. “This re-imaging of our brand identity signals a major shift in the direction of our company,” said Thomas Moysak, […]

Xtiva, Strategy & Resources Partner on Comp Services

Financial services firms can quickly and reliably design and implement new, strategically aligned, advisor and field manager compensation NEW YORK, NY. November 29, 2016 — Xtiva Financial Systems (Xtiva) provider of innovative sale performance management tools for financial services firms, today announced the launch of its new Strategic Compensation Services. Developed and executed in partnership […]

DOL Readiness Lifeline for Broker-Dealers launched by Xtiva

Broker-dealers can leverage new programs to assess, prepare for and implement the DOL Rule New York, NY. – November 3, 2016 — Xtiva Financial Systems, announces the launch of a suite of programs focused on helping investment firms ensure their readiness for the new DOL regulations. Developed by Collaborative Solutions Group (CSG) – a full […]

Broker-Dealers Get DOL Help from Xtiva with BDComp-Check Program

33-Point review of broker-dealer advisor compensation to align with Best Interest goals NEW YORK, NY (PRWEB) OCTOBER 26, 2016 Xtiva Financial Systems, announces the launch of its exclusive BDComp-Check Program for investment firms. The BDComp-Check Program is a 33 point assessment of a broker-dealer’s incentive compensation program to assist in ensuring the firm is prepared […]