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

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.

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.

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

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

A very slick application, we are very impressed.

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

This is the crème de la crème.

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

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

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.

This is such an exciting application.

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 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.

Gold standard in seconds.

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

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

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

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

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.

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.

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

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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

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

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

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.

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

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.

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

We could not build XALT in 5 years if we tried

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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.

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.

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

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.

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.

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

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

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

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

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.

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

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

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

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 has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

XALT is very robust and easy to use.

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.

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

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 a nice solution, very useful.

It's a nice solution, very useful.