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.

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

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

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

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

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

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

This is really useful, I can build a report for a client 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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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

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.

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.

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

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.

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.

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

The one stop shop is great; self serve is really useful; it's a really great system.

It's a nice solution, very useful.

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.

We could not build XALT in 5 years if we tried

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

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

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

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.

This is the crème de la crème.

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.

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

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

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.

Gold standard in seconds.

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

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

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

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.

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.

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.

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

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

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

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

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

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

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.

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 just the tool we need, everything is immediately available

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

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

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

This is such an exciting application.

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

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.

It's a nice solution, very useful.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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.