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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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 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.

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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

This is such an exciting application.

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.

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.

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

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

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

A very slick application, we are very impressed.

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.

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

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.

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

We could not build XALT in 5 years if we tried

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

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 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.

XALT is very robust and easy to use.

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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

It's a nice solution, very useful.

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

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

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.

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

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.

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.

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

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

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

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

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.

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.

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

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

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.

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.

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

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

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

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.