--- title: "Xtiva Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Xtiva Software - reviews, pricing plans, popular comparisons to other Business Intelligence products and more." source_url: "https://www.capterra.com/p/128815/Commission-Manager/" page_type: "product" language: "en" --- # Xtiva Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 26, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Xtiva ## What is Xtiva? Xtiva is a benchmark for Commissions Management and Compensation in Wealth Management. It is the most popular system in US Wealth Management because of its industry leading flexibility and reliability, with tens of thousands of payees processed monthly. Xtivas leading Compensation software is available for all Retail Financial Services channels, including insurance, private banking, retail banking, commercial banking and capital markets. ## What is Xtiva used for? [Compensation Management](https://www.capterra.com/compensation-management-software/)[Commission](https://www.capterra.com/commission-software/)[Business Intelligence](https://www.capterra.com/business-intelligence-software/) Top alternative Featured Overall rating Based on 7 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Xtiva?[Manage this product listing](https://digitalmarkets.gartner.com/get-listed/claim-bx?url=http://www.xtiva.com/&name=Xtiva) ## Xtiva Overview Updated August 2026 AI summary Xtiva supports organizations of all sizes with business intelligence, commission, compensation management, and sales enablement tools delivered via the cloud. It offers ad hoc reporting, dashboards, performance metrics, predictive analytics, and KPI tracking, along with commission calculation and incentive management. Native Workday HCM integration and benchmarking features help teams manage compensation workflows and monitor strategic goals. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Xtiva 3.7 (7) VS. [4.7 (266)](https://www.capterra.com/p/150695/Lucky-Orange/reviews/) Starting Price Contact vendor Starting Price $39 Flat Rate, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 3.4 (7) Ease Of Use 4.6 (7) Value For Money 2.7 (3) Value For Money 4.6 (7) Customer Service 3.9 (7) Customer Service 4.7 (7) ## Xtiva alternatives [4.5 (123)](https://www.capterra.com/p/203718/QuotaPath/reviews/) Starting price $35.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 91% of reviewers rated it above 4 stars [4.7 (195)](https://www.capterra.com/p/183216/Sales-Cookie/reviews/) Starting price $40.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Varicent](https://www.capterra.com/p/43474/Varicent-Sales-Performance-Management/) [4.7 (7)](https://www.capterra.com/p/43474/Varicent-Sales-Performance-Management/#reviews) Starting price $0.10 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/43474/Varicent-Sales-Performance-Management/) [Optymyze](https://www.capterra.com/p/137148/Optymyze/) [0.0](https://www.capterra.com/p/137148/Optymyze/#reviews) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 0% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/137148/Optymyze/) ## FAQs about Xtiva Overview ### What company size and specific industries is Xtiva built for? Xtiva is designed for financial services organizations, especially large firms with complex operational needs. It serves the financial services industry and is used by many top financial service companies, making it a fit for enterprises and other firms that need support for specialized financial workflows. Features and Usability ### What are the key features of Xtiva? Xtiva offers commission management tools such as commission calculator, commission scheduling, agency commission, split commissions, percentage commissions, flat commissions, sliding scale commissions, and tiered commissions. It also includes compensation plan modeling, compensation statements, bonus management, incentive management, reporting and analytics, predictive analytics, dashboards, KPI tracking, and compliance management. Integrations ### Which third-party tools and platforms does Xtiva integrate with? Xtiva connects natively to Workday HCM for HR and workforce data integration. This built-in connection supports organizations that need to link Xtiva with a core human capital management platform. Getting Started and Support ### What training and onboarding options does Xtiva offer? Xtiva provides in-person training, live online sessions, webinars, and documentation to help teams get started. In-person and live online training support guided setup, webinars offer scheduled instructional sessions, and documentation gives written reference material for self-paced learning and later review. Getting Started and Support ### What customer support options does Xtiva offer? Xtiva provides Email/Help Desk, Phone Support, 24/7 Live Rep, and Chat. Support experience details are not available here, so the listed channels are the only confirmed options for contacting help and getting assistance. ## Features AI summary Based on 2,534 Business Intelligence reviews Capterra reviewers highlight these as the features buyers value most when choosing business intelligence software: - **Multiple Data Sources** (**60%** of reviewers rated this feature as critical) - **Reporting/Analytics** (**53%**) - **Data Visualization** (**47%**) Xtiva includes **Reporting/Analytics**, which helps teams track trends, review performance, and make decisions based on current business data. However, it does not offer **Multiple Data Sources** or **Data Visualization**. Instead, it provides **Dashboard** (**46%**), giving users a central place to monitor key metrics and follow business activity at a glance, helping businesses keep reporting accessible and easier to act on. Ad hoc Reporting Generate one-off reports that meet information requirements Agency Commission Commission that an agency charges for services provided to a customer or associate API Application programming interface that allows for integration with other systems/databases Audit Management Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws Benchmarking Compare key metrics for the business against prominent players in the industry Bonus Management Set up bonus schemes and plans in line with corporate and regulatory guidelines and calculate bonus payouts Xtiva 32 features ### All Features - Ad hoc Reporting: Generate one-off reports that meet information requirements - Agency Commission: Commission that an agency charges for services provided to a customer or associate - API: Application programming interface that allows for integration with other systems/databases - Audit Management: Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws - Benchmarking: Compare key metrics for the business against prominent players in the industry - Bonus Management: Set up bonus schemes and plans in line with corporate and regulatory guidelines and calculate bonus payouts - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Commission Calculator: Tool used to determine the commission amount to be paid out to each employee - Commission Scheduling: Schedule date/time of commissions which will be paid out to employees (e.g. weekly, monthly, quarterly, etc. ) - Compensation Plan Modeling: Performs calculations and analyzes how salary and equity should be awarded to employees across locations, performance levels - Compensation Statements: Create employee benefits statements that include all package details, including base salary, rewards, incentives, and other benefits - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Contact Management: Manage, organize, and store contact information - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Employee Reward Programs: Builds a system of recognition and rewards to encourage employee performance and link outcomes to business needs - Flat Commissions: Set amount of commission paid out for each sale regardless of product/service value - For Sales Teams/Organizations: Caters to sales teams - Goal Management: Allows employees to set and manage work or career related goals - Incentive Management: Manages incentive programs such as profit sharing, stock awards, and individual bonus plans - Key Performance Indicators: Quantifiable metrics to track objectives, gauge milestones, and evaluate the success of a particular activity - Organizational Charting: Diagram that shows the structure of an organization and the relationships between parts - Percentage Commissions: Commission structure based on a percentage of the total value of product/services sold - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Predictive Analytics: Predict future data based on historical data sets - Profitability Analysis: Evaluate the degree to which business operations bring monetary gains - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sliding Scale Commissions: Commission structure calculated with a formula where total commission paid can vary inversely with the loss ratio - Split Commissions: Commission structure shared between multiple sales reps involved in a sales transaction - Strategic Planning: At a high level, visualize a preferred outcome, define goals and identify specific steps to achieve them - Tiered Commissions: Increasing commission rates as employees surpass certain revenue targets - Trend/Problem Indicators: Visually identify direction of development and areas that require attention --- Get Advice We can help you find the software with the features you need. Features 3.4 (7) 3.4 Based on 7 reviews ## Pricing Value for money 2.7 (3) ### Starting price Free trial not available Value for money 2.7 (3) 2.7 Based on 3 reviews ## Integrations [ Workday HCM](https://www.capterra.com/p/66908/Workday-HCM/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.9 (7) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.9 (7) 3.9 Based on 7 reviews ## User reviews Overall rating 3.7 Based on 7 reviews Filter by rating 5(1) 4(3) 3(3) 2(0) 1(0) Mentioned topic Sorted by most recent DK Denzel K. USWM GTSD Lead Financial Services ### "Comission Manager Fulfills Needs but not Wants" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 3.0 3.0 Customer Service 4.0 4.0 Likelihood to Recommend 7/10 February 12, 2019 Acceptable. Would recommend to other businesses in need of something to get the job done consistently. Pros The software serves the intended purpose. Ease of use is there. Reliability is there. Solid support. Cons There is a distinct lack of quality of life features, the filtering is subpar, and aesthetically it could use work. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CK Charles K. Senior Managing Director Financial Services ### "Commission Manager is not user friendly" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 5/10 February 5, 2019 Our firm uses it to set up our salesmen's commission payout structure. I would say this software needs to improve on ease of use. Pros It does keep track of trades that are paid to ensure no duplication of payouts. Trades are marked paid once it payroll has been locked down so you can rest assure that you won't be pay salesmen out twice. Cons It is a little antiquated and the hard to set up according to the firm's payout schedules. All firms have their own unique payout structure, the system is not very accommodating to that. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DM Deborah M. Sr Accountant Financial Services ### "Needs updates to make easier for every user" 3.0 Overall Rating 3.0 3.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 5.0 5.0 Likelihood to Recommend 5/10 February 5, 2019 frustrating to search and scroll. Pros Commission Manager has a great view under trade allocation blotters. Cons I wish they made the product easier to use for all. It's very intensive for our representatives to find items they are looking for and the search and scroll features are very limited. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LM Laura M. Senior Financial Analyst Financial Services ### "Easy to use" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 4, 2019 Pros I like being about to copy when I add adjustments to the transaction blotter. In the 5 years I have been using it, it has never been down when I need to get in. Cons I wish there was a way to export directly to Excel. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. RD Raul D. IT Manager Financial Services ### "5 year + user" 4.0 Overall Rating 4.0 4.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 February 1, 2019 over the years I've been involved in the front office and back office operations. We are satisfied Pros Most of the Investment Professionals whom we work with love the accessibility and how detail the system is. Cons back office - We are using the "classic" version. its a little slow. Front office - would love the capability to create custom pages for the reps Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. CW Carmen W. Managing Director Financial Services ### "Not very user friendly" 3.0 Overall Rating 3.0 3.0 Ease of Use 2.0 2.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 7/10 February 1, 2019 Salesmen commission payout is what we use it for. Pros Does do commission payout computation but requires a lot of thought on how to set up and accomplish the task. Cons Not very flexible or user friendly. Canned reports are not useful . Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. EL Erin L. Billing Analyst Financial Services ### "Daily User" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 February 1, 2019 Provides necessary data that is vital to reconciling day to day issues. Pros Data is presented in an easy way for me to view. In addition the filters available seem endless to narrow down to what I really need to view. Cons Simple dislike- I don't like how fast you get logged out. Secondly I would say that if you make a change or are exporting information it can take awhile. Beyond that I'm satisfied. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/128815/Commission-Manager/reviews/) ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.