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.

Previous Next

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.

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…

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.

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.

See the difference XTIVA can make for your business

Get a demo

Xtiva Achieves More

Leave us your info and we’ll be in touch shortly!





Sending...