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.

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

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

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

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

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

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 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.

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

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

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 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.

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

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.

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

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

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

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

This is the crème de la crème.

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

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

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.

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

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

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 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 could not build XALT in 5 years if we tried

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

XALT is very robust and easy to use.

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

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

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

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.

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

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.

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.

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 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.

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.

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

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

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.

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

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.

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

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

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

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

This is such an exciting application.

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.

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

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

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

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.