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.

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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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'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.

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.

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.

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

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

It's a nice solution, very useful.

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.

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.

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.

A very slick application, we are very impressed.

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.

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.

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 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 saves time for the distribution team and is very efficient.

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

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

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

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.

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.

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

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

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.

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.

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

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

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

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

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.

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 the crème de la crème.

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

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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.

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

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

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

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