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.

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

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

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.

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

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

We could not build XALT in 5 years if we tried

It's a nice solution, very useful.

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

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

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.

This is such an exciting application.

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 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's a nice solution, very useful.

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.

A very slick application, we are very impressed.

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.

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

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

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

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

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.

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.

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

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

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.

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.

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

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

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

It is an excellent capability.

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

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.

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.

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

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.

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.

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

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.

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.

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

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

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

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

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

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

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

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