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

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

This is the equivalent of Bloomberg for asset management sales.

It's a nice solution, very useful.

This is such an exciting application.

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

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

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

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

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

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.

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.

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

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

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.

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.

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

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

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

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.

This is the crème de la crème.

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.

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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.

We could not build XALT in 5 years if we tried

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'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.

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.

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.

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

It's a nice solution, very 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.

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

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 is an excellent capability.

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

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.

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.

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

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

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

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

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.

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.

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

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 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.

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 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 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.

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

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

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

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.

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

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.

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

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

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

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.

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