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.

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

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.

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

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

Gold standard in seconds.

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

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

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

This is the crème de la crème.

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.

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

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 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 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.

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.

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.

A very slick application, we are very impressed.

This is the equivalent of Bloomberg for asset management sales.

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 saves time for the distribution team and is very efficient.

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 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.

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

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

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

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

XALT is very robust and easy to use.

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

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.

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

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 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.

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

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

It's a nice solution, very useful.

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.

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

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

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

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

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.

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

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

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

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.

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

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

XALT is just the tool we need, everything is immediately available

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.

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

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 has delivered revenue growth, time efficiencies and cost savings

This is such an exciting application.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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

We could not build XALT in 5 years if we tried

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

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.

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

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

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