Gold standard in seconds.

I see why sales jump all over this, it's a great tool.

I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.

XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful

The integrations are a winner and this is exactly how a sales person should be operating these days.

My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT

XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.

XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.

This is the crème de la crème.

The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.

It's fantastic. I wish I had it in the past.

XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.

This is a true sales enablement application, our sales guys love this.

XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.

Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.

XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.

This is the equivalent of Bloomberg for asset management sales.

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.

When I first saw XALT I was like "oh my god we could do with something like that!"

XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.

The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT

The XALT templates cover everything that a sales person could want. The portfolio charts, correlation abacus and visualisation are amazing. It's great that competitor sets can be shared with colleagues, unlike when using Lipper.

I love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.

Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.

XALT is just the tool we need, everything is immediately available

Outsourcing rather than building it ourselves has been a huge win for us.

If I was running the team I would 100% roll this out to the entire firm.

Anything that reduces interactions with Salesforce is a distinct boon.

It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.

XALT moves us ahead and shows the art of the possible.

The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.

This is a fantastic product and is used very well in our intermediary channels.

The amount of information it gives you is overwhelmingly amazing. And it's beautiful.

Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.

A very slick application, we are very impressed.

It's a nice solution, very useful.

We could not build XALT in 5 years if we tried

It's cheap! It should be closer to $15k per person.

XALT is the best tool we have access to internally. It's so easy and user friendly.

XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.

XALT is truly effective. Its functionality on the iPad is a standout, allowing me to zoom in on specific details and seamlessly discuss them with the advisor. This maintains the sales momentum instead of resorting to a follow-up email for comparisons.

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

This is such an exciting application.

XALT is an amazing tool. It is wonderful to have everything accessible in one place.

It's a nice solution, very useful.

Before the meeting I was agnostic and now I am very positive. You don't need to sell it, it is obviously a great product.

Product specialists love the link back to the portfolios. It's much more useful than ShowPad.

If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.

We had a gap in true product intelligence, XALT fills this gap perfectly.

I can highly commend this incredible platform if you truly want to differentiate yourself from the competition and provide clients with connected data that leads to sales closure and avoid unnecessary sales wastage.

It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.

The bond holdings chart came in very handy. I was able to answer the client’s question straightaway

It's a great way to see our flows in the market. It's a massive benefit, straight away.

It is easy to find all the information that you need.

Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.

The one stop shop is great; self serve is really useful; it's a really great system.

XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.

We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.

Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.

You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.

I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.

It had all the data on our funds and competitors from the initial demo. It is extremely powerful.

It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.

XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.

What I like about this is that it lets me give the client the gold service. I can say I'm doing all this for you. It makes Sales look good without having to do much work.

XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.

XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.

You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.

It's the holy grail of what we've been looking for. XALT is a very impressive product.