XALT has delivered revenue growth, time efficiencies and cost savings

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'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.

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.

A very slick application, we are very impressed.

XALT is just the tool we need, everything is immediately available

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

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

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

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

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

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

XALT is very robust and easy to use.

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

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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.

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.

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

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

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 such an exciting application.

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

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

Gold standard in seconds.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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

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.

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

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

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

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 easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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.

It's a nice solution, very useful.

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

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.

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

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.

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

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

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

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

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.

This is the crème de la crème.

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

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

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

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

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.

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

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.

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

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

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.

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

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

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

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

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

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