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 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.

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.

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

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.

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

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

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.

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.

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

Fantastic. A really impressive piece of kit, well done.

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

This is such an exciting application.

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

Gold standard in seconds.

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

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

This is the crème de la crème.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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.

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

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

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.

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

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

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'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 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 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.

A very slick application, we are very impressed.

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.

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.

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.

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

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 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.

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

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

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.

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

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

It's a nice solution, very useful.

We could not build XALT in 5 years if we tried

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

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

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 is easy to find all the information that you need.

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

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

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

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

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

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

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

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

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.

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.