XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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.

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

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

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.

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

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.

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

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.

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.

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 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.

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

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

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

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

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

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.

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.

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

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.

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's a nice solution, very useful.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

This is the crème de la crème.

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

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

This is such an exciting application.

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 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.

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

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

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

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

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

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'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.

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

We could not build XALT in 5 years if we tried

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

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.

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

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

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.

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

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.

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

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

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

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.

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

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 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're 1000 steps ahead of where we were thinking.

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

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

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

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

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.

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

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