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.

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.

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.

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