Xtiva and Whealthcare Solutions form strategic alliance to enhance wealth advisors’ access to game changing tools for multigeneration success
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Integration with Xtiva Intel and Reward Suite will enable firms using these Practice Management, Enterprise Analytics, and Incentive Compensation tools to leverage the capabilities of Whealthcare Solution’s award-winning financial wellness solutions. Financial wellness – a deep understanding of it – will be a critical factor in the retention, growth and protection of wealth management and insurance Advisors in the future.” NEW YORK (PRWEB) February 23, 2021 Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, and Whealthcare Solutions, the pioneer in developing comprehensive Financial Wellness scoring assessments, training programs, and client communications content, have