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.

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

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

It's a nice solution, very useful.

It's a nice solution, very useful.

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

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

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

This is such an exciting application.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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.

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

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

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

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

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.

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

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.

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

We could not build XALT in 5 years if we tried

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

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

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.

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

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

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

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.

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.

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 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.

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

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

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.

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

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 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 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.

Gold standard in seconds.

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

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

XALT is very robust and easy to use.

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

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'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.

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

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

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

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

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

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

This is the crème de la crème.

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

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.

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.