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

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.

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.

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.

This is amazing, it really is. It is like we have leapt out of the dark ages.

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

It's a nice solution, very useful.

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.

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.

XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.

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.

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

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'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.

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

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

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

A very slick application, we are very impressed.

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

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

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

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

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

This is the crème de la crème.

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.

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 such an exciting application.

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

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

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

It is an excellent capability.

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

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.

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

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.

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

We could not build XALT in 5 years if we tried

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.

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

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

All product specific docs in one place. I love it.

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

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.

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

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 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 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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

It saves time for the distribution team and is very efficient.

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

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.

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

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

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.

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.

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

Tuning sales periods is perfect for clients. And the MI reporting on usages is great.

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.

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

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 a nice solution, very useful.

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

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

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

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

XALT is very robust and easy to use.

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