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.

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.

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

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

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'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.

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

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 nice solution, very 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.

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

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

Gold standard in seconds.

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.

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

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

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

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

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

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.

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.

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

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

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.

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

This is the crème de la crème.

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

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.

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

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

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'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.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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.

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

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

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

It is an excellent capability.

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

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

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

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.

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

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

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.

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

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

This is such an exciting application.

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

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

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

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

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.

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

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

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.

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

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'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.

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