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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

XALT is very robust and easy to use.

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

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

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

A very slick application, we are very impressed.

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.

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.

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

We could not build XALT in 5 years if we tried

It is an excellent capability.

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 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.

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

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

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

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

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.

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.

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.

This is such an exciting application.

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

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.

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

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

It's a nice solution, very useful.

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

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

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.

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

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.

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

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

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

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

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.

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

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

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

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'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.

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

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

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.

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.

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

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.

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

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.

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

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

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.

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

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

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.

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's a nice solution, very useful.