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

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

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.

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.

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

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.

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.

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 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.

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.

XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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

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

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

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

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.

It's a nice solution, very useful.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.

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

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

It is an excellent capability.

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

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

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.

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.

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

We could not build XALT in 5 years if we tried

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

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.

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

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.

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.

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

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

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

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.

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.

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.

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

This is the equivalent of Bloomberg for asset management sales.

This is the crème de la crème.

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.

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.

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'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.

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.

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

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 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.

A very slick application, we are very impressed.

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.

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

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

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

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

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.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings