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.

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.

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.

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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

It's a nice solution, very useful.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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.

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

We could not build XALT in 5 years if we tried

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'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.

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.

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

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

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

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

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.

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

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.

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

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

Gold standard in seconds.

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

This is such an exciting application.

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

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

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

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.

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

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.

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 is easy to find all the information that you need.

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

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

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.

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

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

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

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

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

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.

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

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.

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

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

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

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 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.

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

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.

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.

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.

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

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.

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.

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