We’ve compiled some of the best suggestions from the summer reading lists for advisors and financial professionals and added a few of our own.
Through data intelligence and collaborative solution development, First Rate and Xtiva are aligning to provide enhanced solutions and services to their respective client bases ARLINGTON, TX (July 11, 2017) – Xtiva Financial Systems and First Rate, Inc., have announced a partnership designed to improve access for their respective clients and bring new solution features to […]
A thoughtful content marketing strategy will lead to deeper client engagement through demonstrated leadership and can be used to truly connect with clients.
At Xtiva, we are strong believers in the power of the cloud-based computing to dramatically improve complex technology and system architectures in the financial services industry. Find out more about XtivaCloud, Xtiva’s next generation software platform. Reactive System Development is an exciting approach to building cloud-based systems that are flexible, loosely-coupled, secure and scalable, making […]
We’ve assembled key highlights and implications for financial services businesses from Mary Meeker’s 2017 Internet Trends Report.
As a financial advisor, it is part of your job to protect clients from disruptions to your business for one simple reason – it introduces risk that is not in their best interest. Risk that you can and must mitigate for them, by putting in place a comprehensive succession plan, with clear rules as to how and when it kicks in.