Anything that reduces interactions with Salesforce is a distinct boon.

It is an excellent capability.

A very slick application, we are very impressed.

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

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.

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

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

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

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.

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.

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

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

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

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.

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 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.

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

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

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

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

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.

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.

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

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

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

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

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

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.

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

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.

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

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.

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

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

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

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

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.

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

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

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

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.

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

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

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.

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

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

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.

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

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

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.

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

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

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.

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

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

We could not build XALT in 5 years if we tried

XALT has delivered revenue growth, time efficiencies and cost savings

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

It's a nice solution, very useful.

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

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

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

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.

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

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

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.