Xtiva Financial Systems

Technology Providers (Platform Innovation)

Xtiva Financial Systems enables Financial Services firms tofully  monetize advice. Xtiva offer a suite of innovative sales performance management tools and services exclusively for financial services via the XtivaCloud platform.

Over 80 enterprise broker-dealers, wealth managers, RIAs, custodians and insurance firms use Xtiva’s award-winning software, services, and support to maximize their salesforce investments and business performance.

Xtiva’s customer obsessed team is dedicated to ensuring its customers and their partners achieve more everyday.

Learn more at www.Xtiva.com, via Twitter or on LinkedIn.



In 2014 we set out to build a completely new Platform to support front-office business applications in Financial Services. In early 2017 we delivered out new XtivaCloud platform. It is the foundation for our new Xtiva Sales Performance Management Suite (rolling out in 2017) and will -in the next 12
months – be opened up to third party application developers and customers (via APIs and eventually an SDK) to utilize in supporting the delivery of
their value added technology products.

XtivaCloud was designed to be step function advancement in financial technology platform infrastructure. It offers massive scale, barrier free speed, virtually unlimited aggregation possibilities and is purpose built to support integration with other tools.
It delivers substantial long-term value through scale, flexibility and extensibility, effectively future-proofing the technology investment by Financial Services firms.

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Key Business Leader

Tom Moysak
Chief Product Officer

Tom Moysak

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