Personal Information
Secteur d’activité
Technology / Software / Internet
Site Web
www.xtiva.com/
À propos
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.
Mots-clés
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
Tout plus
Présentations
(1)Personal Information
Secteur d’activité
Technology / Software / Internet
Site Web
www.xtiva.com/
À propos
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.
Mots-clés
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
Tout plus