Better Sales Performance Management

Achieve more with XTIVA

It’s always possible to achieve more with the right tools.
Learn how XTIVA empowers our clients.

Learn More About How Xtiva Empowers Achieving More. Get in touch.

Features

Flexible, Strategically Aligned, Incentive Compensation Plans

We understand our clients all have different organizations, goals, and priorities – that’s why our strategic Incentive Compensation Management service is designed for optimal compatibility and flexibility toward your business objectives.

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Better Insight, Better Actions, Better Results

Our innovation Sales Performance Management platform provides you with comprehensive information and insights – at a glance – empowering you and your workforce to work smarter and achieve more of your strategic goals.

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Incredible Reliability for over 20 Years

XTIVA contains a redesigned, future-proof engine that incorporates advanced features to help your business succeed. Our clients see the advantage decades of experience brings to power the way you and your team work.

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“We have been partners with Xtiva since our founding. Our team has great confidence in their top notch products and service and when we have needed creativity to help with a business problem, they have brought that to the table as well.”

LON DOLBER, CEO AT AMERICAN PORTFOLIOS

Devoted to helping Financial Services firms Achieve More

The Xtiva Sales Performance Management Platform enables wealth management, insurance, and financial service companies and their staff to improve their performance every day with our Incentive Compensation Management application. Its strategic and tactical compensation attributes, along with our Performance Analytics and Management tools, deliver a comprehensive view of your business and identify key opportunities. Our customers pick us because we are uniquely committed to their success. To bring this value to organization of all sizes, we have created a superior product, have built deep industry expertise over the past 20 years, and are a real partner to the companies that trust us with their business.

See the difference XTIVA can make for your business

Blog

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10 Takeaways from The Market Counsel Summit 2017

South Beach in November – check. My favorite Twitter follow, Josh Brown – check. First class speakers and great, topical information – CHECK MATE! The Market Counsel Summit 2017 was awesome, and for those of you who couldn’t make it, I’ve pulled together my key takeaways. Preconference: T3 Elite Advisor Symposium You know that sinking […]

Merrill Lynch’s big shift in Incentive Compensation

Merrill Lynch’s recent incentive compensation changes signal a shift towards a stronger Sales Performance Management posture in the organization and the wealth industry as a whole.

Top Takeaways from the T3 Enterprise Conference

Top takeaways from the 2017 T3 Enterprise Conference in Las Vegas, by Xtiva CEO Tom Moysak.

Time to Rethink Your Firm’s Compensation Plan?

As we enter fall and the fourth quarter, you may be pondering a change to your compensation structure for next year. This article by Kelli Cruz can help.

Top Reads: Tech & the Future of Wealth Management

As head of product and strategy at Xtiva, a big part of my job is staying on top of the accelerating pace of change in the financial services industry, particularly on innovation and financial services technology. One of the ways I do this is by reading. A lot. While there’s an abundance of content being […]

How Wealth Management Can Survive a 40 Basis Point Future

The world of wealth management is barely recognizable today in comparison to just a few years ago – and the pace of change is accelerating. We now live in a highly regulated, technology enabled world with a customer/investor base that’s experiencing a major demographic shift. It’s a perfect storm of disruption. All these changes are […]

When Your Tech Problem Looks Like a People Problem: What to Do

Technology problems often rear their heads disguised as people problems, and they can present some puzzling symptoms.

Rebooting Sales Performance Management in Financial Services

I’ve been around the financial services industry for quite a while, almost 30 years. I started as a front-line advisor, then worked in various brokerage operational roles, before I got the opportunity to become the owner of a growing and successful advisory firm. Then, almost 20 years ago I joined Xtiva because I believed that […]

Summer Reading for Finance Leaders and Professionals

We’ve compiled some of the best suggestions from the summer reading lists for advisors and financial professionals and added a few of our own.

This is Xtiva

This is a technology company dedicated to the performance
of financial service sales organizations.

At Xtiva, we have a singular focus: helping financial firms’ sales teams outperform themselves, every day.

We believe we best serve our customers by being financial service industry dedicated. We believe the sales force is the most powerful performance level available to financial services firms. We believe fully leveraging the sales force involves the right incentive compensation, the right performance management regime, the right AI/sales enablement tools and the right learning and development support. We believe sales performance management must not be an island but rather deeply integrated in the technology, business processes and mindset of the enterprise. We believe that progress can and should be made every day. We believe it is always possible to Achieve More.

Talk to us

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.

Talk to us

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New York

Toronto

Toronto

London

London

Miami

Miami

+1-212-228-6200 Contact sales Email Us

Metrics

Over $400 billion in production handled

12,400+ unique incentive compensation plans

More than 90% of our customers rate XTIVA 4 or 5 stars

149,851 advisor books currently supported

See the difference XTIVA can make for your business

“We selected Xtiva when we made a wholesale change to our business and technology. Their track record and product roadmap made it clear that the Xtiva solution was going to help us achieve our aggressive vision for our future.”

CHARLES GRIMLEY, CHIEF FINANCIAL OFFICER AT HILLIARD LYONS