Xtiva

Commission Manager


3.5 / 5
7 reviews

Who Uses This Software?

Xtiva specializes in supporting the unique and complex needs of the Financial Services Industry and is used by many of the worlds top financial service firms.


Average Ratings

7 Reviews

  • 3.5 / 5
    Overall

  • 3.5 / 5
    Ease of Use

  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • Xtiva
  • www.xtiva.com/

About Commission Manager

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.


Commission Manager Features

  • Ad Hoc Reports
  • Benchmarking
  • Dashboard
  • Key Performance Indicators
  • Performance Metrics
  • Predictive Analytics
  • Profitability Analysis
  • Publishing / Sharing
  • Scorecards
  • Strategic Planning
  • Trend / Problem Indicators
  • Visual Analytics
  • Affiliate Management
  • Agency Commission
  • Commission Calculations
  • Commission Scheduling
  • Commission Tracking
  • Compliance Management
  • Flat Commissions
  • Incentive Programs
  • Multi-Tiered Commissions
  • Percentage Commissions
  • Sliding Scale Commissions
  • Split Commissions
  • Bonus Management
  • Compensation Assessment
  • Compensation Calculation
  • Compensation Plan Modeling
  • Compensation Statements
  • Employee Reward Programs
  • Incentive Programs
  • Organizational Charting
  • Salary Planning
  • Collaboration
  • Contact Management
  • Content Management
  • Document Management
  • Goals / Quota Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Territory Management
  • Training Management

Commission Manager Reviews Recently Reviewed!


Commission Manager is not user friendly

Feb 05, 2019
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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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.

Overall: 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.

Daily User

Feb 01, 2019
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 8.0/10 Not
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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.

Overall: Provides necessary data that is vital to reconciling day to day issues.

5 year + user

Feb 01, 2019
4/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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

Overall: over the years I've been involved in the front office and back office operations. We are satisfied

Needs updates to make easier for every user

Feb 05, 2019
3/5
Overall

1 / 5
Ease of Use

2 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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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.

Overall: frustrating to search and scroll.

Not very user friendly

Feb 01, 2019
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

1 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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 .

Overall: Salesmen commission payout is what we use it for.

Easy to use

Feb 04, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support
Likelihood to Recommend: 10.0/10 Not
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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.

Comission Manager Fulfills Needs but not Wants

Feb 12, 2019
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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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.

Overall: Acceptable. Would recommend to other businesses in need of something to get the job done consistently.