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.

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

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

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

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

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.

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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

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 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.

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

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 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.

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.

This is such an exciting application.

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

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

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.

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

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

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

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

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

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.

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.

From a retention perspective XALT is really powerful for rapid response to clients or for providing consistent insights en masse. It's like putting Morningstar Portal on steroids.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

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

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

XALT is very robust and easy to use.

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

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

A very slick application, we are very impressed.

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 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.

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.

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

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.

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

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

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

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.

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

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.

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

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.

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.

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

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

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

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

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

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

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

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

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

It's a nice solution, very useful.

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.