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

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

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.

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

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

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.

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

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.

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

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

It is an excellent capability.

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.

A very slick application, we are very impressed.

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.

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.

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

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

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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 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 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.

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

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

This is such an exciting application.

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.

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

This is the crème de la crème.

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.

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.

Gold standard in seconds.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

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.

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

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

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

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.

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

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.

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.

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

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.

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

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.

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.

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

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

It's a nice solution, very useful.

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

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

XALT is very robust and easy to use.

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

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

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

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

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.