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.

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

It is an excellent capability.

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.

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

This is such an exciting application.

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

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

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

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

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

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

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

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

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

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

We could not build XALT in 5 years if we tried

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 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.

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.

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

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.

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

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

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.

XALT is very robust and easy to use.

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.

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

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 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.

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

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

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

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

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.

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.

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

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

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.

XALT gives me incredibly quick access to information and is a useful tool for clients.

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

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

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.

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

It's a nice solution, very useful.

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

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.

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.

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

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.

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

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

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

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

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 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.

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

A very slick application, we are very impressed.

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

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.

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.

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

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

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 is easy to find all the information that you need.