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

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

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

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

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

It is an excellent capability.

Gold standard 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.

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

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

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.

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

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

This is the crème de la crème.

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

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

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

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

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

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

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 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.

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

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 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.

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.

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

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.

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

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.

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

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

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

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

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.

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.

XALT is very robust and easy to use.

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

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.

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

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

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

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

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

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.

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.

A very slick application, we are very impressed.

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.

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.

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

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

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

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

This is such an exciting application.

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

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

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

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.

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

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.

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

It's a nice solution, very useful.

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 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.

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