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.

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

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

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

It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.

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.

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

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.

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

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.

It's actually realtime data, not monthly. It's simply excellent.

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

Gold standard in seconds.

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.

This is such an exciting application.

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.

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.

If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"

This is the equivalent of Bloomberg for asset management sales.

A very slick application, we are very impressed.

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

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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.

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

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

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.

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.

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

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

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.

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.

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.

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

We've had this great void in the middle of how we process all information. This starts to break down all those barriers and is perfect for the sales people.

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

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

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

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

This is the crème de la crème.

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

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.

This is really useful, I can build a report for a client in seconds.

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.

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

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.

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

XALT gives me incredibly quick access to information and is a useful tool for clients.

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.

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.

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

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

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

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

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

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

I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.

It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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