Private Banking

Private banking refers to special banking product and services offered to high-net-worth Individuals or individuals with significant cash flows. Typically a dedicated Private Banker or Relationship Manager work with the customer and coordinates much of their banking and cash management. This may include securing and using loan facilities. Typically the products used are more sophisticated and have special pricing arrangements. At some institutions, private banking is delivered as part of a wholistic wealth management service.

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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,…

AE Financial Services upgrades to Xtiva

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

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.

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.

Why ‘Best Pay’ is not the right question

Don't focus on best pay, by itself. Look at it in the context of how you can build the most value for your advisory practice over time.

Davenport & Company adds Xtiva as part of platform upgrade

Xtiva Reward Incentive Compensation service adds scalability and support for market leading compensation to Davenport.

How Will the COVID-19 Pandemic Affect Advisor Compensation? 

An accelerating technology landscape and a pandemic-induced reset on how people think about their health and financial security are bringing a wave of change to wealth industry compensation.

Tips for a Successful ‘Remote’ Wealth Management Operations Team

Learn how your team can perform great while at home.

Xtiva raises $10 million from Recurring Capital Partners to accelerate…

Xtiva announces financing to invest in product capabilities and expand in key markets

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