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

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.

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

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

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

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.

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

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.

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.

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

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

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.

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.

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.

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

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.

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.

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

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

A very slick application, we are very impressed.

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

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

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

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

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.

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

It's a nice solution, very useful.

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 saves time for the distribution team and is very efficient.

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.

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

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.

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

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.

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.

Product specialists love the link back to the portfolios. It's much more useful than ShowPad.

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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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

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

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

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

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

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

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

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.

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

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.

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

We could not build XALT in 5 years if we tried

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

XALT is very robust and easy to use.

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 moves us ahead and shows the art of the possible.

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

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

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.

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

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

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

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

This is the crème de la crème.

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

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.