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- • Outdated Interface: Some users find the interface to be outdated and could benefit from a more modern design.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 9338