Client Testimonials

See what our clients say.

“Our online commission system gives you daily updates on both earned and pending commissions that have posted to your commission account.  No need to wait until payday to see what you’re being paid – you have full access to commission information on a 24×7 basis.”

- Recruiting brochure from a leading
regional broker-dealer with Xtiva

A leading regional independent broker-dealer and registered investment advisor

CEO: “I wanted the best commissions system out there, not a watered-down, monolithic system that tries to do everything.  I wanted Xtiva because it was stand-alone and designed to integrate.  We pay to the penny and can see every penny in our business.  Our reps have complete confidence in their commissions.”

One of the oldest and largest privately owned full-service clearing and brokerage firms in the country

CFO: “We selected Xtiva based on their ability to handle the requirements from all our business units and replace legacy databases with a streamlined, flexible, web-based solution that will enable us to both lower our costs and increase our broker and correspondent satisfaction levels.”

A full-service institutional broker-dealer offering comprehensive alternative investment services

PRESIDENT: “Our firm has experienced tremendous growth and we were in need of a system that could eliminate the manual work we were doing to get our people paid in a timely fashion. I knew Xtiva from my experience with them in the past and I was 100% confident they could meet our needs, today and in the future.”

A full-service broker-dealer serving both private and institutional clients

CFO: “It was clear after spending some time evaluating other vendors that this is the best fit for our company.  Xtiva is helping us expand and automate our private client business.  We are also expanding our institutional capability and Xtiva will help us manage compensation and reporting for that business as well as our traditional private client business.  In addition, we will benefit from Xtiva’s experience with integrating information from our clearing partner.”

One of the oldest private financial institutions in the country serving public finance, institutional and private clients

CONTROLLER: “We have been a client of Xtiva since their beginning and are very satisfied to be able to cement the relationship for years to come.  We conducted a comprehensive search of the industry during this process, including other third-party and clearing firm offerings which validated Xtiva’s offering as the leader in their space and ours. As part of our agreement, we will migrate to Xtiva’s SAS-70 certified data center and their new business performance management portal with data process automation with Pershing’s data center.”

A full-service broker-dealer and registered investment advisor

CEO: “With Xtiva we can model our compensation system to match the needs of our advisors.  Our focus is and always has been to provide best-of-breed solutions and to ensure we have the best systems to support our advisors.”

A multi-line broker-dealer serving institutional and individual private clients, and other broker-dealers

CEO: “We have been a client of Xtiva since the beginning and are very excited about continuing the relationship for years to come. One of the key competitive advantages we offer independent advisors is our technology and the service of our back-office professionals.  Xtiva has helped us by providing a leading-edge solution to our sales compensation needs, both for our back-office and everyone in the field.  As we approach our 15th anniversary of using Xtiva, we have seen them grow from nothing to the leader in the industry. We could not be happier with the partnership.”

A full-service retail broker-dealer offering general securities, investment products and insurance services

CFO: “We have been a happy Xtiva client for over 5 years. It was an easy decision for us to extend our agreement and continue our relationship. Our independent contractor business is growing, especially as reps at larger firms look at alternatives. Xtiva will not only help us grow over the next several years, but their business performance management tools will enable us to better manage compensation, access profitability in our business and understand how changes in our compensation plans can enable greater profits.”

An independent wealth management broker-dealer serving individuals and financial institutions

CEO: “Our working relationship with Xtiva has been incredible.  They are a great business partner and their application suite has allowed me to cut costs while gaining efficiencies and giving me the scale to add more revenue without adding expenses.  Our independent contractor business is growing, and Xtiva is an integral part of that.”

The largest full-service investment firm in the Northwest providing brokerage, research, wealth management, estate, insurance, investment banking, institutional sales and trading services

CFO: “We were searching for a solution to streamline our processing around sales compensation as well as improve the visibility of variable compensation to our professionals and management.  We chose Xtiva based on their expertise in our industry, and after comparing other available systems via a rigorous selection process.”

A full-service institutional broker-dealer, investment banker and investment advisor with over $3 billion in assets

CEO: “We have both retail and institutional businesses, and Xtiva helps us manage each from a compensation, reporting and business management perspective.  We like the direction the applications are taking.”

A full-service institutional broker-dealer

CEO: “Our expertise is sell-side brokerage, not developing and maintaining sales compensation systems.  We wanted a market-leading application to support our professionals and, after careful evaluation of the third-party solutions available today, we chose Xtiva.  The ability to easily integrate with our internal systems was a key decision point for us.”