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

One tool for all product related documents. It's perfect.

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

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

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

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

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.

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 is just the tool we need, everything is immediately available

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 has delivered revenue growth, time efficiencies and cost savings

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.

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

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

It's a nice solution, very useful.

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.

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

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

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

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.

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.

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

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

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.

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.

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

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

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

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

A very slick application, we are very impressed.

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

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.

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

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.

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

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

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

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

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

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

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.

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

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

If we weren't already paying for it, I would happily pay for XALT out of my bonus.

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

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

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.

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.

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.

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

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

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.

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

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

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

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

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.

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 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.

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

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

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.

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