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

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 just the tool we need, everything is immediately available

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

This is such an exciting application.

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.

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.

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

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

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

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

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

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

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.

We could not build XALT in 5 years if we tried

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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 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.

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

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.

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

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.

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

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

It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.

A very slick application, we are very impressed.

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 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.

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

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.

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.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.

It's a nice solution, very useful.

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!"

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.

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

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

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

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.

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

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.

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

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

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.

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

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

It's a nice solution, very useful.

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

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

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

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

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

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

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

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.

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.

XALT is very robust and easy to use.

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

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

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

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.