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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.
Our innovative 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.
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.
“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
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Data Foundations for Wealth Management 101
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.
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.
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
“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