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.

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 a nice solution, very useful.

XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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

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

Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.

This is such an exciting application.

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

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

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.

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

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.

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 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.

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 a nice solution, very useful.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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

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

XALT is very robust and easy to use.

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 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.

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.

Gold standard in seconds.

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

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.

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.

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

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

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

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

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

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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

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.

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

It is an excellent capability.

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

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

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

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

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.

A very slick application, we are very impressed.

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

We could not build XALT in 5 years if we tried

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.

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.

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