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

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.

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

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.

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.

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

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

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

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.

This is the crème de la crème.

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

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

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

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

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

Gold standard in seconds.

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

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

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

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 enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.

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.

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

We could not build XALT in 5 years if we tried

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

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.

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 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.

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

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.

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

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'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.

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

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 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 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.

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

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

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.

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.

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

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.

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

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

A very slick application, we are very impressed.

This is such an exciting application.

It's a nice solution, very useful.

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

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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 very robust and easy to use.

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

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

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.

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.

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

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

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

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