It is so fast, I originally thought it was a trick!

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.

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.

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

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.

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.

The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.

When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.

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 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.

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

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

It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.

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

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

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

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.

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.

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

If we weren't already paying for it, I would happily pay for XALT out of my bonus.

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

Fantastic. A really impressive piece of kit, well done.

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

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.

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

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.

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.

One tool for all product related documents. It's perfect.

From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.

It's nicely designed. Sending comparisons to clients definitely helps win assets.

It's a nice solution, very useful.

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

You're 1000 steps ahead of where we were thinking.

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

XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.

I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.

It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.

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.

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

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

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

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

The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.

Arguably functionality, level of information and design is better than FE Analytics.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

It's a nice solution, very useful.

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.

Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.

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

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

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

A very slick application, we are very impressed.

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

This is the crème de la crème.

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.

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

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

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

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

It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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

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.

It looks like an incredibly useful tool, I can fully see why people are enamoured by it.

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.

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.

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.