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

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.

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

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

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

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

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

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

Gold standard in seconds.

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

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

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.

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

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.

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

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

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.

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.

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

XALT is very robust and easy to use.

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.

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

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

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.

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

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

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

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 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.

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

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.

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.

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.

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

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

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 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.

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

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

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

It's a nice solution, very useful.

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

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.

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.

A very slick application, we are very impressed.

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

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

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.

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 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.

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

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

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

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

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.

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

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

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

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

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.

It is an excellent capability.

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.

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

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