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

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

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.

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.

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

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

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.

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.

This is the crème de la crème.

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

It is an excellent capability.

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

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

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

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

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

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.

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

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

Gold standard in seconds.

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

We could not build XALT in 5 years if we tried

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

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

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

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.

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

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

It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.

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

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

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.

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.

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.

A very slick application, we are very impressed.

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

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

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

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.

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.

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

This is such an exciting application.

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

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

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

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 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.

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

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

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.

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

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.

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 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.

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

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

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.

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 has delivered revenue growth, time efficiencies and cost savings