SERVICES

Leverage a partnership you can trust.

Change is the rule in the brokerage business.  Xtiva’s unbiased and integration-ready platform for broker-dealers and clearing firms assures that the Xtiva solution our customers deploy today will be the solution they can depend on tomorrow.  Broker-dealers and clearing firms choose Xtiva to achieve a service strategy that will stand the test of time and grow as opportunities emerge.  The Return On Xtiva (ROX) is clear: reliable sales performance software delivering real results.

• Leverage managed services that increase productivity
• Profit from successful strategies proven at many peer firms
• Achieve and exceed industry standards and best-practices
• Eliminate operational challenges from business growth
• Gain resources using our world-class SaaS hybrid model
• Empower operations with Xtiva’s exceptional support professionals

Broker-dealers Count on Us^sm for higher service, greater accuracy for their financial performance measures, increasing producer trust and delivering actionable results every day.

Implementation & Support

See our service road-map, from successful projects to exceptional client service.

Introducing Broker-Dealers

Xtiva maintains unbiased managed service relationships with interfaces to most major clearing firms.

Clearing and Self-Clearing Firms

Xtiva maintains unbiased managed service relationships with back-office platforms.

Industry Participants

Xtiva maintains unbiased managed service relationships with industry participants.