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Xtiva Launches Xtiva Connect to Enhance Data and Application Integration…

Xtiva has announced the launch of its Xtiva Connect integration service that expands on its data-driven products for the financial services sector.

People’s United Bank selects Xtiva for Data-Driven Incentive Compensation Management

Xtiva strives to optimize People’s United’s compensation capabilities enabling enhanced insights, operational efficiency and results.

Wealth Management 2019 Summer Reading List

Our 2019 summer reading list aims to be a fun and engaging look into the financial industry from the perspective of scientists, millennials, women, branding, advice, and more.

First Impressions: A Modern Approach to Client Onboarding

Efficient client on-boarding is key to the long-term growth of a wealth management firm. Make sure your onboarding process makes a great first impression.

3 Frameworks for Sustainable Investing

Sustainable investing is a trend that's here to stay. These guidelines help financial advisors build portfolios that match client values.

Guide to the new language of tech and finance

What is Fintech, Insurtech, Wealthtech, Regtech and Paytech and how to stay up-to-date on key discussions surrounding innovation in finance.

Xtiva Gives Back: Growing Gardens for #WorldEnvironmentDay

Xtiva celebrates World Environment Day with a local nonprofit growing gardens and community.

How Family-Friendly Management Policies Benefit Everyone

Balancing a demanding career in financial services is tough for parents of young children. In a country like the U.S., where there’s no guarantee of family-friendly management policies or benefits,…

Event Report: SIFMA Private Client Conference, 2019

I had the opportunity recently to attend SIFMA’s Private Client Conference (April 10-12, 2019) which brings together leaders from the wealth management industry to examine and discuss top issues facing…

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