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

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

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 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 easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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

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.

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

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

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

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 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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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.

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

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

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.

It's a nice solution, very useful.

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

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

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.

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.

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 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.

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

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

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

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 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.

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.

This is the equivalent of Bloomberg for asset management sales.

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 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.

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

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

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.

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.

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

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

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

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

It's a nice solution, very useful.

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

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 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.

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

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

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.

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

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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.

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

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

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

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

A very slick application, we are very impressed.

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.

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