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

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.

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.

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.

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

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

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

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.

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

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

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

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

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

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

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.

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 the equivalent of Bloomberg for asset management sales.

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 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.

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

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

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.

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

We could not build XALT in 5 years if we tried

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

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

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

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

Gold standard in seconds.

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

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

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

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.

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

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

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

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

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.

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.

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

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

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

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.

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.

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

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

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

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.

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

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

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

This is the crème de la crème.

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

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.

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

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

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.

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

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.

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.