XTIVA Financial

XTIVA Financial

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What is XTIVA Financial?

XTIVA Financial the leading software platform for wealth management firms. Our innovative technology and customizable tools empower financial advisors to streamline their processes and deliver exceptional service to their clients. With XTIVA, success is limitless."

Key Features of XTIVA Financial

Discover the unique key features that set XTIVA Financial apart from its competitors. The software offers several advantages through its new tools and excellent functionalities.

  • Trend / Problem Indicators
  • Performance Management
  • Data Analysis
  • Collaboration
  • Territory Management
  • Strategic Planning
  • Key Performance Indicators
  • Contact Management
  • Budgeting & Forecasting
  • Benchmarking
  • Ad hoc Analysis
  • Profitability Analysis
  • Performance Metrics
  • Dashboard
  • Compliance Management
  • Ad Hoc Reports

XTIVA Financial Pricing

XTIVA Financial offers fair and inexpensive price choices for organizations of all sizes, from startups to enterprises. Compare plans to find the best option for your budget and requirements.

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Specifications

Software Accessible: Cloud Based
Run On Mobile Browser: Yes
Offers Free Trial: No
Payment Options: Monthly, Yearly
Life Time Free Plan: No
APIs Available: No
Customization Possible: No
Device Support: Api, Customization, Mobile Support, Web App, Windows
Mobile Platforms: Yes
Available Support: Email
Desktop Platforms: Yes
Languages Available: English
Company Details
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Company Name XTIVA Financial Systems, Inc.
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XTIVA Financial FAQ's

The top 5 features of XTIVA Financial include:

  1. Trend / Problem Indicators
  2. Performance Management
  3. Data Analysis
  4. Collaboration
  5. Territory Management

XTIVA Financial is compatible with multiple platforms, Yes, IOS , Android

XTIVA Financial supports a variety of platforms including: Email.

XTIVA Financial serves a wide range of businesses including StartUps, SMEs, Agencies, Enterprises.

The top three competitors of XTIVA Financial are Kriti MIS Manager, DashboardFox and Yurbi. To find the best fit for your business, compare and evaluate each platform's features, advantages, disadvantages, and other key aspects.

Currently, XTIVA Financial does not offer trial access. However, you can still explore its capabilities through available product demos, feature guides, and customer reviews.

XTIVA Financial is available exclusively in English, providing a streamlined experience for English-speaking users.

Currently, XTIVA Financial does not offer customization options.

No, XTIVA Financial does not offer a lifetime free plan for its users.

No, APIs are not available in XTIVA Financial.

Yes, XTIVA Financial runs on mobile browsers.

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