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.

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 fantastic. I wish I had it in the past.

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

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

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.

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.

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

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

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

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

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

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

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

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

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

It's a nice solution, very useful.

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

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

It is an excellent capability.

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

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.

This is the crème de la crème.

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

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.

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

It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.

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

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

A very slick application, we are very impressed.

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.

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

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

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.

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

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

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

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

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.

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 moves us ahead and shows the art of the possible.

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

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

We could not build XALT in 5 years if we tried

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

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

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

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.

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.

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'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.

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.

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

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.

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

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

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

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.

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

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 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.

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.