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

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.

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.

XALT is very robust and easy to use.

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

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

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

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

It is an excellent capability.

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.

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

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

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

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.

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

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.

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

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

It's a nice solution, very useful.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

We could not build XALT in 5 years if we tried

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.

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

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

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 the meeting I was agnostic and now I am very positive. You don't need to sell it, it is obviously a great product.

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

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

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

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.

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

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.

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

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

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

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.

A very slick application, we are very impressed.

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.

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

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

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

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

This is such an exciting application.

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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 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.