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

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

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.

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

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

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

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 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.

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 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.

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

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

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

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.

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

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

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

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.

It's a nice solution, very useful.

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

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.

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

This is the crème de la crème.

XALT has delivered revenue growth, time efficiencies and cost savings

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.

It's a nice solution, very useful.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

Gold standard in seconds.

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

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.

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.

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.

XALT is very robust and easy to use.

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.

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 saves time for the distribution team and is very efficient.

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.

A very slick application, we are very impressed.

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

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

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

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

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

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

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

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.

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.

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

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

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

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

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

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

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

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

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!"

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 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.

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

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.

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

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

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.

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