Summer Reading for Finance Leaders and Professionals
We’ve compiled some of the best suggestions from the summer reading lists for advisors and financial professionals and added a few of our own.
At Xtiva, we exclusively work with Financial Services firms. This means we appreciate how unique and intricate your business need are, including the myriad of complex producer, regulator, operations, shareholder and customer driven issues. And, we also know how important the reliability of your technology is to meeting the needs of all constituents and the success of your business. We understand how critical the accuracy of your Incentive Compensation Management system is – performing reliably and in a timely manner – to your goals. For over 20 years we have taken our customer needs to heart and delivered the products and support they needed. Now, we taking that commitment even further with our new platform, XtivaCloud. It is something even better than we have delivered over the past 20 years. The powerful innovations and capabilities at the core of XtivaCloud, combined with our experience in reliably delivering a 5-star customer experience, prove we have the ideal product for our current and future customers.
Our commitment has always been more than the performance of our products, it has been about supporting the performance of our customer’s business. That is what earns us 5-star customer feedback. We know customer experience really matters. We also recognize the changes that happen in your operations and the unforeseen circumstances that may arise in your business. Our Customer Success team are always ready to help get you back on track as soon as possible.
We attribute our perfect reliability record to:
When we built XtivaCloud, we knew we could achieve more – we knew there were opportunities to further support our customers and extend our reliability. So we created the XtivaCloud platform, which offers massive scale, barrier-free speed, virtually unlimited aggregation possibilities, and is purpose-built for integration with other tools. This user-friendly and extremely reliable product is the foundation for our new Xtiva Sales Performance Management Suite.
Our Industry expertise and decades of experience brings confidence and reliability to your business and XtivaCloud future-proofs your technology investment. We are the sustainable, reliable solution that will last. With XtivaCloud, you have incredible reliability and confidence in your Sales Performance Management investment.
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 […]
Advisory firms spend more money on compensation than on any other expense, so getting it right just makes good business sense.
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 […]
Reasonable Compensation – a key element of the DOL Fiduciary Rule – is unclear, complicated and time consuming. And it’s a ticking time bomb for firms and advisors that approach it poorly. The Department of Labor has left it up to the investments industry to sort out how to implement a Reasonable Compensation approach – […]
The DOL Fiduciary Rule means big change. Despite years of consultation, and now fully six months after the announcement of the DOL Rule, we are still figuring out the magnitude of that change. What we absolutely know to be true, is that the ground zero for these changes, will be advisors and their practices. One […]
As a financial advisor, it is part of your job to protect clients from disruptions to your business for one simple reason – it introduces risk that is not in their best interest. Risk that you can and must mitigate for them, by putting in place a comprehensive succession plan, with clear rules as to how and when it kicks in.
It turns out that when it comes to attracting ideal candidates, there are things that you need to do today so that you can find the right team members when you need them.
Xtiva added record number of new users and new customers in multiple market segments in 2016.
At Xtiva, we are strong believers in the power of the cloud-based computing to dramatically improve complex technology and system architectures in the financial services industry. Find out more about XtivaCloud, Xtiva’s next generation software platform. Reactive System Development is an exciting approach to building cloud-based systems that are flexible, loosely-coupled, secure and scalable, making […]