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Xtiva

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Overview

Xtiva 2026: Benefits, Features & Pricing

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  • Overview
  • Pricing and Plans
  • Features
  • Integrations
  • User Reviews

Overview

Xtiva
Xtiva
3.7
(7)

Pricing

Pricing available upon request

About Xtiva

Xtiva is a web-based sales performance management solution that helps financial services of all sizes prepare incentive compensation plans to enhance the performance of their teams and improve cooperation among members.

Xtiva allows professionals to gain insights into business data and consolidate them in order to create incentive compensation plans. Managers can define specific customer metrics that the compensation plans are supposed to target.

Financial service organizations can check the outcome of incentive compensation plans via the dashboard, evaluating the effectiveness of plans and ongoing performance of the business.

Xtiva Screenshots

0
0

Xtiva Pricing and Plans

Free Trial
Free Version

Basic

Pricing available upon request

No plan information available

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    Xtiva Features

    • Popular features found in Business Intelligence
      Ad hoc Reporting
      Benchmarking
      Collaboration Tools
      Data Connectors
      Data Visualization
      Key Performance Indicators
      Multiple Data Sources
      Performance Metrics
      Predictive Analytics
      Profitability Analysis
      Strategic Planning
      Trend/Problem Indicators
    • More features of Xtiva
      Agency Commission
      API
      Audit Management
      Bonus Management
      Commission Calculator
      Commission Scheduling
      Compensation Plan Modeling
      Compensation Statements
      Compliance Management
      Dashboard
      Employee Reward Programs
      Flat Commissions
      Goal Management
      Incentive Management
      Organizational Charting
      Percentage Commissions
      Performance Management
      Reporting/Analytics
      Sliding Scale Commissions
      Split Commissions
      Tiered Commissions

    Xtiva Integrations

    Workday HCM
    Workday HCM

    Xtiva User Reviews

    Overall Rating

    3.7

    Ratings Breakdown

    5

    14%

    4

    43%

    3

    43%

    2

    0%

    1

    0%

    Secondary Ratings

    Ease of Use

    3.4

    Value for money

    2.7

    Customer support

    3.9

    Functionality

    3.4

    Have you used Xtiva and would like to share your experience with others?

    EL

    Erin L.

    Financial Services

    10000+ employees

    Used daily for more than 2 years

    Review source

    Reviewed February 2019

    Daily User

    4

    Provides necessary data that is vital to reconciling day to day issues.

    Ratings Breakdown

    4
    Ease of use
    5
    Customer support
    4
    Functionality
    icon
    Pros:
    Data is presented in an easy way for me to view. In addition the filters available seem endless to narrow down to what I really need to view.
    Cons:
    Simple dislike- I don't like how fast you get logged out. Secondly I would say that if you make a change or are exporting information it can take awhile. Beyond that I'm satisfied.

    Read More

    RD

    Raul D.

    Financial Services

    51-200 employees

    Used daily for more than 2 years

    Review source

    Reviewed February 2019

    5 year + user

    4

    over the years I've been involved in the front office and back office operations. We are satisfied

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    Most of the Investment Professionals whom we work with love the accessibility and how detail the system is.
    Cons:
    back office - We are using the "classic" version. its a little slow. Front office - would love the capability to create custom pages for the reps

    Read More

    CK

    Charles K.

    Financial Services

    1001-5000 employees

    Used daily for more than 2 years

    Review source

    Reviewed February 2019

    Commission Manager is not user friendly

    3

    Our firm uses it to set up our salesmen's commission payout structure. I would say this software needs to improve on ease of use.

    Ratings Breakdown

    3
    Ease of use
    2
    Value for money
    2
    Customer support
    3
    Functionality
    icon
    Pros:
    It does keep track of trades that are paid to ensure no duplication of payouts. Trades are marked paid once it payroll has been locked down so you can rest assure that you won't be pay salesmen out twice.
    Cons:
    It is a little antiquated and the hard to set up according to the firm's payout schedules. All firms have their own unique payout structure, the system is not very accommodating to that.

    Read More

    LM

    Laura M.

    Financial Services

    501-1000 employees

    Used daily for more than 2 years

    Review source

    Reviewed February 2019

    Easy to use

    5

    Ratings Breakdown

    5
    Ease of use
    5
    Customer support
    5
    Functionality
    icon
    Pros:
    I like being about to copy when I add adjustments to the transaction blotter. In the 5 years I have been using it, it has never been down when I need to get in.
    Cons:
    I wish there was a way to export directly to Excel.

    Read More

    DK

    Denzel K.

    Verified reviewer

    Financial Services

    5001-10000 employees

    Used monthly for more than 2 years

    Review source

    Reviewed February 2019

    Comission Manager Fulfills Needs but not Wants

    4

    Acceptable. Would recommend to other businesses in need of something to get the job done consistently.

    Ratings Breakdown

    4
    Ease of use
    3
    Value for money
    4
    Customer support
    3
    Functionality
    icon
    Pros:
    The software serves the intended purpose. Ease of use is there. Reliability is there. Solid support.
    Cons:
    There is a distinct lack of quality of life features, the filtering is subpar, and aesthetically it could use work.

    Read More

    DM

    Deborah M.

    Financial Services

    501-1000 employees

    Used daily for more than 2 years

    Review source

    Reviewed February 2019

    Needs updates to make easier for every user

    3

    frustrating to search and scroll.

    Ratings Breakdown

    1
    Ease of use
    5
    Customer support
    2
    Functionality
    icon
    Pros:
    Commission Manager has a great view under trade allocation blotters.
    Cons:
    I wish they made the product easier to use for all. It's very intensive for our representatives to find items they are looking for and the search and scroll features are very limited.

    Read More

    CW

    Carmen W.

    Financial Services

    1001-5000 employees

    Used daily for more than 2 years

    Review source

    Reviewed February 2019

    Not very user friendly

    3

    Salesmen commission payout is what we use it for.

    Ratings Breakdown

    2
    Ease of use
    3
    Value for money
    1
    Customer support
    2
    Functionality
    icon
    Pros:
    Does do commission payout computation but requires a lot of thought on how to set up and accomplish the task.
    Cons:
    Not very flexible or user friendly. Canned reports are not useful .

    Read More

    Showing 1 - 7 of 7 Reviews

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