American Portfolios Enhances Front Office Technology With Addition of Xtiva Intel and Upgrade to Xtiva Reward

Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, announced that American Portfolios Holdings, Inc. (APH), for the benefit of its related broker/dealer and registered investment advisor entities—American Portfolios Financial Services, Inc. (APFS) and American Portfolios Advisors, Inc. (APA), respectively—has made a major new commitment to the technology provider.

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With an upgrade to Xtiva Reward, American Portfolios (APH) will leverage next-generation compensation tools purposely built for modern financial services organizations. The new addition of Xtiva Intel will unlock powerful performance optimization opportunities, delivering insights direct to the desktop and mobile devices of head office staff, field leaders, and, most importantly, financial advisors and their practice partners.

“Upgrading from our legacy Xtiva compensation service to Xtiva Reward will give us some great leverage,” said APH CFO Damon Joyner. “The addition of Xtiva Intel capabilities for our affiliated investment professionals, their support staff, and our home office team will further enhance many of the investments we have made in the business over the past decade.”

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Key Benefits:

• Enable future-ready compensation capabilities that support growth, as well as organizational and practice flexibility to respond to opportunities
• Improvements in operational efficiency and scalability
• Performance optimization across the organization from advisor practices to the top of house
• Practice management tools and KPIs

“AP has a long history of bringing leading technologies and tools into the many financial services practices we serve. Xtiva’s suite is an opportunity to do that again and accelerate the success of our affiliated investment professionals and the firm,” stated APH CEO and CIO Lon T. Dolber.

“American Portfolios—as recognized by their industry awards and business performance– is a clear leader in the wealth management market. We appreciate the long-standing partnership between our organizations and look forward to further expanding on the value we bring to AP and their network of financial advisors,” explained Xtiva Chief Executive, Tom Moysak.

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