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

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

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

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

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 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.

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.

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

It is an excellent capability.

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

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

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

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.

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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

It's a nice solution, very useful.

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

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

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

This is such an exciting application.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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 moves us ahead and shows the art of the possible.

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 is easy to find all the information that you need.

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.

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

We could not build XALT in 5 years if we tried

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.

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

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.

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

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

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

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

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

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

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

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

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.

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

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

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

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's fantastic. I wish I had it in the past.

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.

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

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

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

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

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.

A very slick application, we are very impressed.

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

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.