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 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.

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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

CEO, Thomas J. Moysak Our customers pick us for one simple reason – we are absolutely committed to their success. Our superior product suite, deep industry expertise, and our obsession about being a partner with our customers, rather than a vendor to them, defines why companies trust us with their business. Since 1998, our Incentive Compensation Management tools have been the marketplace standard. Now with our ultra-modern Sales Performance Management Platform, we can enable wealth management, insurance, and financial service companies and their staff to improve their performance every day. Its strategic and tactical compensation, Performance Analytics and Management, and powerful enablement tools to drive achievement of your performance aspirations.
― CEO, Thomas J. Moysak

Blog

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Summer 2018 Reading List – A Book A Week Challenge

The Xtiva team has put together our summer 2018 reading list – 12 titles to dive into this summer at the beach, on the dock or in your yard.

Top 5 questions asked by Xtiva customers and prospects

Jeff Marsden answers top questions Xtiva customers and prospects ask about incentive compensation, sales performance and technology in wealth management.

Insights from Pershing INSITE™18

If you missed INSITE18, we’ve got you covered with this summary of key takeaways.

Xtiva & Absolute Engagement announce alliance

Orlando, FL – June 6, 2018 — Xtiva Financial Systems, Inc. and Absolute Engagement Inc., have announced an alliance to help advance advisor success and achievement with a focus on…

Mistakes advisory firms make with incentive compensation

Incentive compensation is among the most important aspects of the advisory business, but many firms are making mistakes that hinder their performance.

2018’s Unconventional Conferences: Tech and Fintech, Finance, Banking and Insurance

See which unconventional conferences are best to attend as a financial industry professional for learning, sales, lead generation and speaking opportunities.

Xtiva How To: Get Business Phone Number(s)

This video tutorial on how to get business phone numbers by Xtiva shows financial professionals how they can create and route phone numbers.

Boost Your Advisory Business with a Professional Profile

Whether a byline on an article, a Twitter bio, or your professional website, knowing how to convey your experience and professionalism can mean big business.

Project Liberty and the Self-Disruption of Xtiva

From compensation management to a full stack Sales Performance Management platform, our self-disruption story.

See the difference XTIVA can make for your business

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.

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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.

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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

Xtiva Achieves More

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