Retail Brokerage

The exception is the rule.

Xtiva improves the entire brokerage compensation and performance measurement process across any security, product, advisory fee, payout agreement, partnership, account, business hierarchy and more.  Whether single or multi-clearing, exception-driven or partially automated, DTCC networked or manual “check and app,” commission-based or fee-based, high transaction volumes or large numbers of overrides… when the exception is the rule, retail broker-dealers Count on Us^sm.

Maximize producers' time by minimizing operational issues that slow them down.



Gain scale and efficiency for profitable growth in total client assets under management.



Raise brand-equity by having the trust of both your customers and your producers.



Improve and eliminate inefficient workflows and processes.