American Portfolios enhances front office technology with addition of Intel and upgrade to Reward

▤ Summary

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. 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. 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. American Portfolio Holdings, Inc. (APH) was formed in May 2000, establishing distinct and separate value for the following two wholly-owned subsidiaries and one limited liability company: 1) American Portfolios Financial Services, Inc. (APFS) is a full-service, independent broker/dealer and member firm of FINRA and SIPC, offering a complete range of financial services, including personal financial and retirement planning, securities trading, mutual funds, access to investment research, long-term care planning, insurance products and tax-free investing; 2) Fee-based asset management is offered through American Portfolios Advisors, Inc. (APA), an SEC Registered Investment Advisor; 3) American Portfolios Advisory Solutions, LLC (APAS) is a software development company and the technology arm for APH, which became operational in 2015.

▦ Linked Companies

Intel Corporation

$1B+