BETTER SALES PERFORMANCE MANAGEMENT ACHIEVE MORE WITH XTIVA

Over the years we have built our firm to become the leading incentive compensation tool for the broker-dealer and wealth management community. Over 90 enterprise customers use our award-winning software, services and support to increase productivity, engender organizational trust and confidence, enhance operational efficiency – all while reducing risk. Our next generation sales performance management suite – exclusively for financial services firms – builds off our track record in the Incentive Compensation space and our deep domain expertise to deliver an enterprise grade, cloud-based, suite of software that brings strategy to life and drives real result through fully enabling financial sales forces for growth and performance. Better data. Better decisions. Better performance. Better Progress. Achieve More with Xtiva.
XTIVA FINANCIAL SYSTEMS, INC.
Licensing & Deployment
  • Cloud Hosted
  • Web-based
Support
  • Chat
Knowledge Base
  • Help Guides
  • Video Guides
  • Blogs
  • Webinars
  • Infographics

XTIVA Core Features

Focus of Business Intelligence Feature
  • Ad Hoc Analysis
  • Benchmarking
  • Budgeting & Forecasting
  • Dashboard
  • Data Visualization
  • Key Performance Indicators
  • Predictive Analytics
  • Profitability Analysis
  • Strategic Planning
  • Trend/Problem Indicators
  • Workflow Collaboration
Focus of Commission Feature
  • Affiliate Management
  • Agency Commission
  • Auditing
  • Commission Calculator
  • Commission Scheduling
  • Compliance Management
  • Flat Commissions
  • Percentage Commissions
  • Sliding Scale Commissions
  • Split Commissions
  • Tiered Commissions

XTIVA Pricing

Pricing Type
  • Contact Vendor
Free Version
  • No
Payment Frequency
  • Quote Based

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