Xtiva Financial Systems, Inc.
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Personal Information
Branche
Technology / Software / Internet
Webseite
www.xtiva.com/
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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

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Personal Information
Branche
Technology / Software / Internet
Webseite
www.xtiva.com/
Info
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.
Tags
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
Mehr anzeigen