This is the crème de la crème.

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

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

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

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

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

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

A very slick application, we are very impressed.

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

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.

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

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

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.

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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.

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

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

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

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.

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.

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.

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

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.

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

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.

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

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

This is such an exciting application.

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

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

Gold standard in seconds.

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

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.

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

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.

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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.

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

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

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

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.

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

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

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.

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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