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.


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7 Reviews of Xtiva

Average User Ratings

Overall

3.71 / 5 stars

Ease-of-use

3.5

Value for money

2.5

Customer support

4.0

Functionality

3.5

Ratings Snapshot

5 stars

(1)

1

4 stars

(3)

3

3 stars

(3)

3

2 stars

(0)

0

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

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Showing 1 - 7 of 7 results

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February 2019

Laura from Mesirow Financial

Company Size: 501-1,000 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

February 2019

Easy to use

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.

February 2019

Erin from RBC

Company Size: 10,000+ employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Customer support

5.0

Functionality

4.0

February 2019

Daily User

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

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.

February 2019

Charles from Mesirow Financial, Inc.

Company Size: 1,001-5,000 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

2.0

Functionality

3.0

February 2019

Commission Manager is not user friendly

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.

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.

February 2019

Raul from INSIGNEO

Company Size: 51-200 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Customer support

5.0

Functionality

5.0

February 2019

5 year + user

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

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

February 2019

Denzel from Royal Bank of Canada - US Wealth Management

Company Size: 5,001-10,000 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

February 2019

Comission Manager Fulfills Needs but not Wants

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

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.

February 2019

Deborah from Mesirow Financial

Company Size: 501-1,000 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

1.0

Customer support

5.0

Functionality

2.0

February 2019

Needs updates to make easier for every user

frustrating to search and scroll.

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.

February 2019

Carmen from Mesirow Financial, Inc.

Company Size: 1,001-5,000 employees

Industry: Financial Services

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

2.0

Value for money

3.0

Customer support

1.0

Functionality

2.0

February 2019

Not very user friendly

Salesmen commission payout is what we use it for.

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 .