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  • XTIVA

XTIVA + Milemarker Integration | Own Your Data

Connect Xtiva and Milemarker to Optimize Compensation and Performance Workflows

Lets Discuss Your Tech Stack
  • XTIVA

Set Up Your First Integration

Connect Xtiva, the leading enterprise performance compensation platform for financial services, with Milemarker to automate advisor compensation processes, align incentives with outcomes, and sync performance data across your firm’s tech stack.

Milemarker integrates with Xtiva to bring real-time compensation, performance, and incentive data directly into your operational workflows. By synchronizing this critical data across platforms, you eliminate manual tracking, reduce risk, and drive aligned, performance-focused operations.

  • XTIVA

How It Works

Choose a Trigger

A Trigger is the event that starts your workflow—such as:

  • A new compensation record or payout processed in Xtiva

  • An incentive plan update or performance metric change

  • A new advisor onboarded or assigned a compensation structure

Add Your Action

An Action is what Milemarker does in response—like:

  • Updating advisor records in your CRM or HR platform

  • Triggering alerts to finance or operations teams for validation

  • Logging performance data into business intelligence or planning tools

You're Connected!

With Milemarker connected to Xtiva, you create a real-time feedback loop between performance compensation and business operations—ensuring accuracy, reducing admin burden, and enhancing decision-making at every level.

 

  • XTIVA

⚙️ Supported Data and Workflow Channels via Dispatch

- Advisor Compensation & Incentive Plans
- Performance Metrics and Adjustments

- Payout Histories and Plan Structures
- Team-Based Goals and Bonus Allocations

  • XTIVA

Why Choose Milemarker?

Aligned Compensation Workflows

Ensure incentives and operations move in sync

Real-Time Automation

Eliminate lag in critical compensation processes

Scalable and Secure

Built for firms managing complex, multi-tiered advisor networks

Turn Performance Into Strategy with Xtiva + Milemarker


If your firm uses Xtiva to drive advisor performance and compensation, Milemarker ensures that data becomes operational fuel—syncing payouts, aligning teams, and powering smarter decisions with less manual effort.

Let’s connect Xtiva and Milemarker today.