• Book review

    Grow your advisory business with Absolute Engagement

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  • 6 Myths about Advisor Compensation

    Guest post by Kelli Cruz of Cruz Consulting Group

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  • Most Promising Financial Service Technology Solution

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  • By Mike Leahy

    Hope is not a strategy with DOL fiduciary rule

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  • Xtiva Webinar

    DOL Readiness Essentials for Advisory Firms

    Featuring: Dalbar and Collaborative Solutions Group

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  • By Jeff Marsden

    Three mistakes to avoid when defining Reasonable Compensation

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From the Blog

Xtiva partners with Athene Group to shorten customer time-to-value and increase ROI

Alliance enables Xtiva and Athene clients to more easily access services. New York, NY – February 9, 2017 — Xtiva […]

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New study will examine impact of sales enablement and support on financial industry growth

Research will identify best investments for Financial Advisory Firms and Broker-Dealers New York, NY – January 31, 2017 — Xtiva […]

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How Absolute Engagement will grow your advisory business and make you happier

The Pursuit of Absolute Engagement, the recently published book by influential wealth industry veteran, Julie Littlechild, offers a unique roadmap […]

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Xtiva Sailing into 2017 Buoyed by Product Roadmap and Tailwind of Strong Growth

Xtiva added record number of new users and new customers in multiple market segments in 2016.

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6 Myths about Advisor Compensation

Advisory firms spend more money on compensation than on any other expense, so getting it right just makes good business sense.

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Xtiva among CIOReview’s Most Promising Technology Solutions in Financial Services

CIOReview has named Xtiva Financial Systems as one of its 20 Most Promising Companies in Financial Services in 2016. The […]

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Xtiva Signals its Evolution with Launch of New Brand Image

NEW YORK, NY. December 5, 2016 – Xtiva Financial Systems has launched a wholesale makeover of its corporate brand, unveiling […]

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Hope is Not a Strategy with the DOL Fiduciary Rule

The regulatory future in the financial industry became less certain with the election of a new administration. However, preparing your […]

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Xtiva Teams Up with Strategy & Resources, LLC on Game Changing Strategic Compensation Services

Financial services firms can quickly and reliably design and implement new, strategically aligned, advisor and field manager compensation NEW YORK, […]

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