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.


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.”


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


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PureFacts Announces Acquisition of Xtiva Financial Systems, Becoming the Most…

TORONTO, ON, Mar. 30, 2023 – PureFacts Financial Solutions, a leader in revenue management, enterprise reporting, and insights solutions for the asset and wealth management sector, announced today that is…

Commonwealth Financial Network selects Xtiva for enterprise-wide SPM technology solution

NEW YORK – APRIL 12, 2022 Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that Commonwealth Financial Network®, a national…

Cetera Financial Group selects Xtiva for enterprise-wide SPM technology upgrade

Xtiva Reward to support Cetera’s aggressive strategic business objectives including accelerated growth, streamlined operations and increased business scale.

Xtiva and Whealthcare Solutions form strategic alliance to enhance wealth…

Integration with Xtiva Intel and Reward Suite will enable firms using these Practice Management, Enterprise Analytics, and Incentive Compensation tools to leverage the capabilities of Whealthcare Solution’s award-winning financial wellness…

Xtiva and partner Ezra Group Launch Performance Assessments and new…

Advanced expertise for Xtiva customers to strengthen their data-as-an-asset and organizational performance and transformation capabilities.

American Portfolios enhances front office technology with addition of Xtiva…

New York, NY – December 7, 2020 — Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial services industry, announced that American Portfolios Holdings,…

AE Financial Services upgrades to Xtiva

AE Financial Services is upgrading its compensation tools to Xtiva Reward.

Data Foundations for Wealth Management 101

As a wealth management firm, your data strategy is no longer an adjunct to your business strategy. Rather it is now core to it.

Xtiva expands Canadian footprint and welcomes Harbourfront Wealth Management

Harbourfront adds Xtiva Reward Incentive Compensation as it builds out technology platform to support aggressive growth.

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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New York


+1-212-228-6200 Contact sales


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.”


Xtiva Achieves More

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