AE Financial Services upgrades to Xtiva

Xtiva Reward Incentive Compensation service to enhance growth and operational performance at AE Financial Services, LLC.
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by Rick Scearbo on November 5, 2020

New York, NY – November 5, 2020 — Xtiva, the only provider of Sales Performance Management Technology and Services exclusively for the financial service industry, announced that AE Financial Services is upgrading its compensation tools to Xtiva Reward.

“Our end customer focus and growth aspirations demanded that we have future-ready and flexible compensation capability for our field. Xtiva was a clear choice.” said Chris Radford, President of AE Financial Services, LLC.

Key Benefits:

  • Improve access to key wealth management data sources through leveraging the Xtiva Connect integration service in;
  • Significant enhancements in operational efficiency;
  • Acceleration of salesforce growth.

“AE Financial Services has an amazing customer focus. We are pleased to be partnering with them to help them advance their success. Xtiva Reward was built to help leading firms achieve more of their vision.“ explained Rick Scearbo, Chief Revenue Officer at Xtiva.


About Xtiva

Xtiva Financial Systems provides the leading sales performance management (SPM) and incentive compensation management (ICM) systems for the financial services industry. Xtiva’s cloud-based SPM product suite enables financial organizations to drive scalable performance improvement through better business intelligence, sales enablement, talent management and supported by dynamic and compelling incentive compensation. 90 financial service enterprises use Xtiva’s software, services and support, to maximize their salesforce investments and business performance. Xtiva’s customer obsessed team is dedicated to ensuring its customers and their partners achieve more every day.

Unlock front-office velocity. Drive revenue. Eliminate profit leakages. Achieve More. Learn more at, via Twitter or on LinkedIn.

About AE Financial Services LLC.

Founded in 2019, AE Financial Services (AEFS) is a full-service, independent broker dealer that partners with independent registered representatives across the country. Through AEFS, financial advisors have access to a variety of products and services, giving them the tools they need to implement strategies for clients that help them reach their financial goals. Learn more at


For Xtiva:
Rick Scearbo, CRO

For AE Financial Services, LLC:
Chris Radford, President