Investment Management

Investment management is the activity of a financial advisor or financial services company that oversees and makes decisions regarding the investments of an individual, company, or other institution’s financial portfolio. The activities undertaken including the selection, purchase and sale of securities in a portfolio. In general, a portfolio is managed against an specific set of targets and objectives, including geographich focus, industry sectors, types of securities held and risk profile.

PureFacts Announces Acquisition of Xtiva Financial Systems, Becoming the Most…

TORONTO, ON, Mar. 30, 2023 – PureFacts Financial Solutions, a leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management sector, announced today that is…

Commonwealth Financial Network selects Xtiva for enterprise-wide SPM technology solution

NEW YORK – APRIL 12, 2022 Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Commonwealth Financial Network®, a national…

Cetera Financial Group selects Xtiva for enterprise-wide SPM technology upgrade

Xtiva Reward to support Cetera’s aggressive strategic business objectives including accelerated growth, streamlined operations and increased business scale.

November 4, 2021

Xtiva and Whealthcare Solutions form strategic alliance to enhance wealth…

Integration with Xtiva Intel and Reward Suite will enable firms using these Practice Management, Enterprise Analytics, and Incentive Compensation tools to leverage the capabilities of Whealthcare Solution’s award-winning financial wellness…

February 23, 2021

Xtiva and partner Ezra Group Launch Performance Assessments and new…

Advanced expertise for Xtiva customers to strengthen their data-as-an-asset and organizational performance and transformation capabilities.

January 26, 2021

American Portfolios enhances front office technology with addition of Xtiva…

New York, NY – December 7, 2020 — Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, announced that American Portfolios Holdings,…

December 7, 2020

AE Financial Services upgrades to Xtiva

AE Financial Services is upgrading its compensation tools to Xtiva Reward.

November 5, 2020

Data Foundations for Wealth Management 101

As a wealth management firm, your data strategy is no longer an adjunct to your business strategy. Rather it is now core to it.

August 10, 2020

Xtiva expands Canadian footprint and welcomes Harbourfront Wealth Management

Harbourfront adds Xtiva Reward Incentive Compensation as it builds out technology platform to support aggressive growth.

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