“We wanted a partner that really understood the market and our business. After a thorough review of options, it was abundantly clear that Xtiva was the clear winner on both dimensions.”
NEW YORK (PRWEB) July 22, 2020
Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Vancouver, BC based Harbourfront Wealth Management Inc. has entered into an agreement for the Xtiva Reward Incentive Compensation service.
“We are focused on growing our business with advisors across the country that demonstrate the highest standards of excellence and integrity. A top compensation tool is critical to ensuring we can offer the best programs for the best advisors.” said Lynn Stibbard, Harbourfront’s Chief Financial Officer. “We wanted a partner that really understood the market and our business. After a thorough review of options, it was abundantly clear that Xtiva was the clear winner on both dimensions.”
- Massive flexibility at scale to support a virtually unlimited cross section of advisor practices;
- Rapid onboarding of advisors supports growth;
- Reliable and efficient business process automation and enhanced reporting
- Integration toolkit to support common market data sources including clearing, custodial and fee billing services.
“We are so pleased to be working with Harbourfront. Danny Popescu and team have built an impressive firm, that is changing the game for Canadian wealth management clients and advisors” highlighted Rick Scearbo, Chief Revenue Officer at Xtiva.
“After entering the Canadian market in 2019 with the establishment of our Toronto office, we are excited to take this step in strengthening our market presence and the availability of our force multiplier financial services specific SPM and ICM tools,” stated Jeff Marsden, Xtiva Chief Product Officer.
Xtiva Financial Systems provides the leading sales performance management (SPM) and incentive compensation management (ICM) systems for the financial services industry. Xtiva’s cloud-based SPM product suite enables financial organizations to drive scalable performance improvement through better business intelligence, sales enablement, talent management and supported by dynamic and compelling incentive compensation. 90 financial service enterprises use Xtiva’s software, services and support, to maximize their salesforce investments and business performance. Xtiva’s customer obsessed team is dedicated to ensuring its customers and their partners achieve more every day.
Unlock front-office velocity. Drive revenue. Eliminate profit leakages. Achieve More. Learn more at http://www.xtiva.com, via Twitter or on LinkedIn.
About Harbourfront Wealth Management
Harbourfront Wealth Management embodies a philosophy of providing independent, unbiased advice with an unwavering commitment to delivering true wealth management. Harbourfront advisors do this by offering harmonized advice that intricately weaves defensive portfolio construction, income planning and projecting, tax minimization planning, estate preservation and trust management, all with a continuous focus on the management of risk.
Rick Scearbo, CRO
For Harbourfront Wealth Management Inc.:
Lynn Stibbard, CFO & CCO