About Xtiva
Xtiva is a performance management software from PureFacts Financial Solutions that supports financial services firms in tracking and managing advisor performance. It provides tools for compensation management, performance reporting, and analytics so firms can easily assess advisor productivity and compensation trends. Xtiva helps users to align compensation with performance goals and encourages effective financial planning. The platform is designed for integration with existing systems, ensuring ease of use and data accuracy. Key capabilities: compensation analysis reporting dashboard goal setting data integration performance metrics Best for: financial services firms that need to manage advisor performance and compensation effectively.
Xtiva by PureFacts Financial Solutions is a powerful software solution tailored to streamline and optimize the financial operations of institutions within the insurance and wealth management sectors. Its comprehensive suite of features includes sales performance management, incentive compensation management, business intelligence, and seamless data integration. By centralizing these crucial functions, Xtiva enables financial institutions to boost efficiency, improve decision-making, and drive growth. This software empowers organizations to focus on their core financial activities while automating routine tasks and optimizing operational performance. The user interface of Xtiva is designed with ease of use in mind, ensuring that even users with limited technical expertise can navigate the platform with confidence. The software’s dashboard is well-organized, offering a clear view of key performance indicators (KPIs) and essential business metrics. This intuitive design enables users to access critical data quickly, helping them make informed decisions in real time. Additionally, the customizable dashboards allow organizations to tailor the interface to their specific needs, ensuring that each user’s experience is personalized and efficient.
Pros & Cons
- +• Industry-Specific Focus: Xtiva is tailored to the specific needs of the financial services industry, including wealth management, insurance, and banking.
- +• Robust Feature Set: Offers a comprehensive range of features for managing commissions, incentives, and compensation.
- +• Strong Track Record: Proven reliability and popularity among financial institutions.
- +• User-Friendly Interface: Many users find the software easy to navigate and use.
- +• Reliable Support: Provides various support channels, including phone, email, and chat.
- −• Outdated Interface: Some users find the interface to be outdated and could benefit from a more modern design.
- −• Limited Customization: While flexible, the software may not offer the level of customization some users desire.
- −• Slow Performance: Some users have reported slow performance, particularly when dealing with large datasets or complex calculations.
Features
Key features
- • Fee and Billing Management (PureFees)
- Calculates and collects fees, ensuring accuracy and compliance.
- • Compensation Management (PureRewards)
- Designs commission and incentive programs to attract and retain advisors.
- • Performance Intelligence (PureInsights)
- Provides data-driven insights with benchmarks and AI to improve decision making.
Additional features
- • Revenue Leakage Detection
- Identifies anomalies and errors that cost the business money.
- • Compliance Management
- Helps identify and address revenue-related compliance risks.
- • Reporting and Analytics
- Offers clear reports to understand performance and identify opportunities.
- • Streamlined Operations
- Automates tasks and improves quality control.
Pricing
Countries & Languages
Interface languages
Billing currencies
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About Xtiva
Xtiva is a performance management software from PureFacts Financial Solutions that supports financial services firms in tracking and managing advisor performance. It provides tools for compensation management, performance reporting, and analytics so firms can easily assess advisor productivity and compensation trends. Xtiva helps users to align compensation with performance goals and encourages effective financial planning. The platform is designed for integration with existing systems, ensuring ease of use and data accuracy. Key capabilities: compensation analysis reporting dashboard goal setting data integration performance metrics Best for: financial services firms that need to manage advisor performance and compensation effectively.
Xtiva Details
Xtiva's In-App Market Place
Does Xtiva have an in-app market place?
Yes
How many Mini-Apps in the marketplace?
1
Mini Apps
N/A
Pricing Options
Accepted Payment Currencies
USD ($), EUR (€), GBP (£)
Pros & Cons
- • Industry-Specific Focus: Xtiva is tailored to the specific needs of the financial services industry, including wealth management, insurance, and banking.
- • Robust Feature Set: Offers a comprehensive range of features for managing commissions, incentives, and compensation.
- • Strong Track Record: Proven reliability and popularity among financial institutions.
- • User-Friendly Interface: Many users find the software easy to navigate and use.
- • Reliable Support: Provides various support channels, including phone, email, and chat.
- • Outdated Interface: Some users find the interface to be outdated and could benefit from a more modern design.
- • Limited Customization: While flexible, the software may not offer the level of customization some users desire.
- • Slow Performance: Some users have reported slow performance, particularly when dealing with large datasets or complex calculations.
Xtiva's Support Options
Email Address
info@purefacts.comContact
1 888 536 9338Xtiva's Alternatives
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