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.

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.

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.

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

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.

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

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

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

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

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

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

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.

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

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.

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

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 delivered revenue growth, time efficiencies and cost savings

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

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

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.

Gold standard in seconds.

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 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.

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

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

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

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

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.

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

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

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

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

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.

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

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

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.

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

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

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

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

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

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 is just the tool we need, everything is immediately available

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

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.

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

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

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!"

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

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.

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

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.

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

A very slick application, we are very impressed.

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

It's a nice solution, very useful.

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.

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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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

From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.