Related Products
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About
Fast, secure development, delivered through the high-quality user interface, e.g. mobile app. Enables asset managers to demonstrate greater compliance with MiFID II and other regulations. Supports MiFID II compliance and runs an in-house RPA. Handles all CSA/RCA and non-CSA asset management clients. Addresses the whole CSA lifecycle, eliminating manual processes and producing a single audit trail. Automated data checks and workflow deliver consistent, reviewed, valued and approved interactions. Enables Investment Managers to transform their processing of funding and valuing research services by providing a single integrated platform. If you have been working with a custodial aggregator or are thinking about it, there has not been an alternative until now for a full-service platform offering the technology and the service layer to manage your entire program from reconciliation to payments.
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About
We understand our clients all have different organizations, goals, and priorities – that’s why our strategic Incentive Compensation Management service is designed for optimal compatibility and flexibility toward your business objectives. Our innovative Sales Performance Management platform provides you with comprehensive information and insights – at a glance – empowering you and your workforce to work smarter and achieve more of your strategic goals. XTIVA contains a redesigned, future-proof engine that incorporates advanced features to help your business succeed. Our clients see the advantage decades of experience brings to power the way you and your team work. At Xtiva, we exclusively work with Financial Services firms. This means we appreciate how unique and intricate your business need are, including the myriad of complex producer, regulator, operations, shareholder and customer driven issues.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Investment managers seeking an integrated cloud-based solution to research providers
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Audience
Sales teams
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationCommcise
Founded: 2013
United Kingdom
commcise.com
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Company InformationXtiva
Founded: 1995
United States
xtiva.com
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Categories |
Categories |
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Commission Features
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
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Integrations
No info available.
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Integrations
No info available.
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