Wealth Planner

A Wealth Planner is a term used by some financial advisors. Generally Wealth Planners focus on a higher net worth segment of the market – high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs) – and delivery or provide access to a wide range of expertise such as tax planning, wealth protection, estate planning, business succession planning, capital gains planning and risk management.

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.

August 21, 2019

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.

August 13, 2019

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.

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.

See the difference XTIVA can make for your business