Mission: We help Wealth Advisors and the firms they work for, build better businesses.
I have been working at Xtiva Financial Systems full-time (More than 8 years)
The culture, the vision, the people and the ability to affect change.
Xtiva is under resourced and could use a few more people.
Advice to Management
I applied through an employee referral. I interviewed at Xtiva Financial Systems.
Wasn't bad. No hard questions. Interviewed with hiring manager as well as a couple of other members of the client support staff. All softball questions. They were really looking for cultural fit.
Some of our industry friends, colleagues and influencers helped us with a great summary of WealthTech trends to watch in 2018!