XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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.

XALT moves us ahead and shows the art of the possible.

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.

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

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.

We could not build XALT in 5 years if we tried

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

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

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

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

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

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

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.

This is such an exciting application.

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.

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

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

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

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

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

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 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.

A very slick application, we are very impressed.

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

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.

This is the crème de la crème.

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.

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.

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

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.

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

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

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.

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

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

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

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

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.

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

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.

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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

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

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

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 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's a nice solution, very useful.

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

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.

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

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

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.

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

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

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

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.

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.