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.

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

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 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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

It's a nice solution, very useful.

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

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

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.

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

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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

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.

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

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

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

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.

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.

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.

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

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.

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

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

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

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.

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

This is the crème de la crème.

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.

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

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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 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.

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

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

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.

This is such an exciting application.

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

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

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

XALT is very robust and easy to use.

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

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

It's a nice solution, very useful.

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

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

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

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.

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

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

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.

A very slick application, we are very impressed.

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.