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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

It's a nice solution, very useful.

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

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

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.

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.

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.

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 equivalent of Bloomberg for asset management sales.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Gold standard in seconds.

This is the crème de la crème.

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

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.

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

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

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

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

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

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

The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT

XALT has delivered revenue growth, time efficiencies and cost savings

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.

This is such an exciting application.

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.

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

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

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

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

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 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.

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

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.

We could not build XALT in 5 years if we tried

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

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 moves us ahead and shows the art of the possible.

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.

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.

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.

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

It is an excellent capability.

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.

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

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

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

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