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 Financial Systems and The Athene Group have partnered to offer enhanced connectivity between their product suites, enabling their respective customers to materially increase technology capabilities and ROI on their Wealth Management technology stack. “Wealth Management […]

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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 Financial Systems is launching a major research project to examine the impact of investments in sales force performance made by wealth management firms and investment dealers. The research is expected to be updated annually with […]

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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 for advisors who want to take their business from good to great. A major transformation is underway in the financial services industry. Innovative technology is disrupting business models and changing the tools and strategies needed […]

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