This is such an exciting application.

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

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

It's a nice solution, very useful.

It is easy to find all the information that you 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.

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.

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

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.

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

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.

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 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 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.

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.

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

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

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

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.

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.

A very slick application, we are very impressed.

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

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.

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

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.

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

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

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

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

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.

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

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.

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

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

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

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.

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

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

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.

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

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

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

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

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

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

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

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

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.

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

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.

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

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

We could not build XALT in 5 years if we tried

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.

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

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.

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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's a nice solution, very useful.

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.

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

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.