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

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

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

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

XALT is an amazing tool. It is wonderful to have everything accessible in one place.

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.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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 moves us ahead and shows the art of the possible.

Gold standard in seconds.

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

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

This is such an exciting application.

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

This is the crème de la crème.

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

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

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 just the tool we need, everything is immediately available

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.

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.

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

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.

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

We could not build XALT in 5 years if we tried

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

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

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.

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.

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

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.

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 very robust and easy to use.

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

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

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

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

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

It's a nice solution, very useful.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

This is the equivalent of Bloomberg for asset management sales.

It is an excellent capability.

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

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

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.

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 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.

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

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.

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

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.

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

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

It's a nice solution, very useful.

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

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.

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

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

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.

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.

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

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.