Xtiva Enters Strategic Partnership with RJL Wealth Management

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RJL Wealth Management Latest to Utilize Latest Fully-Automated Software Solutions to Enhance Growing Operations

Xtiva Financial Systems, the leading provider of enterprise-wide compensation solutions for the financial services industry, announced today that it has partnered with RJL Wealth Management (RJLWM) on a multi-year deal. RJLWM will be implementing a number of Xtiva’s automation products, including Commission Manager™, CommissionWeb™ and License Manager™ to enhance their daily operations.

“As our business continues to grow, we determined there was an immediate need to integrate a compensation solution that is able to grow with us,” said RJLWM Chief Financial Officer Brent Ribard. “We did the research and compared the options. In the end, the choice was clear. We chose Xtiva because of their strong reputation, the flexibility and reliability of their systems, and their ability to meet our desired implementation schedule. We were equally impressed by their systems’ reporting capabilities and the ability for us to customize out-of-box functionality.”

“We’re thrilled that RJL Wealth Management chose our solutions to manage critical elements of their business operations,” said Xtiva Vice President - Sales & Marketing Rick Scearbo. “Our team strives to ensure Xtiva remains on the cutting edge of fully-automated compensation solutions for the financial industry. Our partnership with RJLWM has further positioned us as the industry leader in this market.”

Xtiva provides the first industry-integrated approach to fully-automated compensation management, sales performance measurement, institutional client performance management and business policy management. Xtiva’s product line supports today’s need for a managed solution while meeting a wide range of business, operational, financial and technological needs. Xtiva provides clients with the tools they need to drive their businesses forward by enabling clients to:

  •     Improve the quality and focus of reporting across the enterprise
  •     Reduce total cost of ownership of advanced enterprise reporting solutions
  •     Manage revenue and expenses more effectively
  •     Bridge gaps between regulatory and financial reporting

About RJL Wealth Management
Headquartered in San Diego, RJL Wealth Management is a comprehensive wealth management firm with offices and meeting locations nationwide. RJLWM strives to help clients retire in comfort and safety by utilizing Raymond J. Lucia's Buckets of Money® retirement strategy. This strategy has been applied to individuals, multi-generational families, foundations, corporations and retirement plans. RJLWM is headed by Raymond J. Lucia, Jr. CPA and a diverse management team. For more information about RJL Wealth Management, visit http://www.rjlwm.com.

About Xtiva Financial Systems
Xtiva Financial Systems is a leading provider of hosted solutions for the financial services industry. Founded in 1998 and based in New York, Xtiva has developed state-of-the-art technologies that enable retail and institutional broker-dealers to streamline operations, from sales compensation and production reporting to supervision of advisor licensing and compliance issues. Xtiva’s portfolio of clients includes Ameriprise, AXA Advisors, MetLife, Mutual of Omaha Investor Services, New England Securities, RBC Wealth Management, Northern Trust, UBS and Walnut Street Securities. For more information about Xtiva, visit http://www.xtiva.com.

Xtiva Financial Systems
450 Seventh Ave., Suite 2009
New York, N.Y. 10123

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R. Martin
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