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

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

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

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.

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 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'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.

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.

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

XALT is just the tool we need, everything is immediately available

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.

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

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.

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.

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

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

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

This is such an exciting application.

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.

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

This is the crème de la crème.

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.

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.

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.

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

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

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

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

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.

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.

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

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

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

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

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.

Gold standard in seconds.

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.

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

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

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

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

This is amazing, it really is. It is like we have leapt out of the dark ages.

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 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.

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.

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

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

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

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

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

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

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

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

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

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

It's a nice solution, very useful.

XALT is very robust and easy to use.

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

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.

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

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

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.

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

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.

A very slick application, we are very impressed.

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