Xtiva Financial Systems, Inc.
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Industry
Technology / Software / Internet
Website
www.xtiva.com/
About
Xtiva Financial Systems, Inc. provides a suite of innovative sales performance management tools and services exclusively for financial services via the Xtiva Cloud platform. Over 80 enterprise broker-dealer, RIAs, custodians and insurance firms use Xtiva’s award-winning software, services, and support to maximize their salesforce investments and business performance. Xtiva’s customer obsessed team is dedicated to ensuring our customers and their partners achieve more everyday.
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dol dol rule wealth management compliance financial services fiduciary rule fiduciary financial advisors xtiva management compensation sales performance management practice management broker-dealers broker-dealer financial advisor ria
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Xtiva – DOL Readiness Program

7 years ago • 189 Views