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

It's a nice solution, very useful.

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 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.

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.

This is the crème de la crème.

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

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

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

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

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.

It is an excellent capability.

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.

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 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.

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

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.

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

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

We could not build XALT in 5 years if we tried

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

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

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

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

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

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

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

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.

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

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.

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

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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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

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

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.

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

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 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.

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

This is the equivalent of Bloomberg for asset management sales.

This is such an exciting application.

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

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

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.

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.

A very slick application, we are very impressed.

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

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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

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

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

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

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.

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

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.

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

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

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

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.