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

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

XALT is very robust and easy to use.

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

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.

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.

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

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

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.

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.

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.

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

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.

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

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.

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

It's a nice solution, very useful.

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

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

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

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

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

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

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.

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

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.

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

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

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.

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

This is the crème de la crème.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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 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.

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

It's a nice solution, very useful.

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

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.

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

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

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.

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.

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

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

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

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

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.

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.

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.

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.

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

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

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

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

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.

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.

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.

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

This is the equivalent of Bloomberg for asset management sales.

This is such an exciting application.

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

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 is just the tool we need, everything is immediately available

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

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

We could not build XALT in 5 years if we tried

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.

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 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.

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