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

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.

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

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

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

It's a nice solution, very useful.

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.

This is such an exciting application.

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.

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

Gold standard in seconds.

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

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

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

This is the crème de la crème.

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.

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.

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

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

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

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

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

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

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

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.

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.

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 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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

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

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

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

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.

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 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.

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.

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.

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

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

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

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

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.

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.

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

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

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

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

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.

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.

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

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

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 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 saves time for the distribution team and is very efficient.

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

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