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Time Management Life Hacks for Wealth Managers

Is there never enough time in the day? Learn how to accomplish more with the limited time you have.

Social Good Awards: 2nd Annual Back to School Supplies Drive

Xtiva is donating school supplies in our 2nd annual donation to deserving schools in the Miami area.

How to Leverage Data Analytics to Improve Sales

Grow your business through data analytics by learning how to leverage data in your advisory practice or wealth management firm.

Achieve More in Less Time with These Productivity Tips

Xtiva puts together productivity tips for every advisor working hard to get more out of each day.

SPS Family selects Xtiva for world class Incentive Compensation Management

Xtiva, a powerful Incentive Compensation and Performance Management platform, added as a key piece in the enhancement of Sigma and Parkland wealth technology infrastructure.

Does Your Wealth Management Firm Need a Mentorship Program?

Mentorship can fast track new advisors on their path to becoming valuable and successful employees. Here we explain how and why you should implement your own mentorship program.

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.

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