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Building Broker Trust

We build and keep brokers’ trust.

Trust is personal, not business. Losing it is easier than keeping it. For prompt responses to sales compensation questions, for informed and honest communications, for personalized service that goes above and beyond expectations… broker-dealers Count on Us^sm to build stronger producer relationships.

Top 10 sales compensation complaints solved by Xtiva:

PRODUCER ISSUE	XTIVA RESOLUTION
Trust and transparency	Accurate net pay, net performance Comprehensive, daily web blotters
Transition support	Faster ramp-up for new hires Reliable first payout without glitches
Time for clients	Less shadow accounting of payout Fewer ops questions, faster answers
Ease of use	Built for brokers and broker-dealers Maintained for industry standards
Scale and adaptability	Proven for any size broker-dealer Adaptable for any market niche
Labor-saving automation	Better front-office decision tools Better back-office support
Paperless	Web-based and actionable results Service-oriented, not paper-oriented
Operations responsiveness	Less operational workload Audit trails — what, how, when, why
Fewer mistakes, faster resolutions	Command of business information Industry-integrated automation
Resilient to back-office changes	Lower operations key-employee risk More “industry-standard” tools

LATEST NEWS

01.18.12

Xtiva Signs Long-Term Agreement with Coburn & ...

09.20.11

Xtiva Enters Strategic Partnership with RJL Wealth ...

07.15.11

Xtiva Signs Fieldpoint Private to Multi-Year Deal

07.13.11

Xtiva Co-Founder Rejoins Team

TESTIMONIALS

CFO: "It was clear after spending some time evaluating other vendors that this is the best fit for our company."

President: "Our firm has experienced tremendous growth and we were in need of a system that could eliminate the manual work we were doing."

Xtiva-Optimized Compensation
for Performance and Profit

Results

Producers with tunable payout(% of )	producers
Weighted average revenue per producer	$ per month
Revenue recapture rate	%
Average monthly recapture per producer	$
Average total monthly recapture	$
Average total annual recapture	$
Try our full ROX calculator

Avg. Monthly Revenue	Reps	Rev./Mo.	Optimizing Payout and Expense Recapture
Registered Reps			% of Reps with Tunable Payout
Financial Advisors			% of revenue recapture per rep
Sales Assistants
Branch Managers