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

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 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.

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

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 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.

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

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

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

Arguably functionality, level of information and design is better than FE Analytics.

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.

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

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

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

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

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

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

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.

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

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

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.

Gold standard in seconds.

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

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

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

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.

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

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

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

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

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 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.

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

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

XALT is very robust and easy to use.

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.

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

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

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.

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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'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.

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

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.

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.

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 could not build XALT in 5 years if we tried

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

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.

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.

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

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

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

It's a nice solution, very useful.