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

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

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

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 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.

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

Gold standard in seconds.

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.

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

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

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.

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's a nice solution, very useful.

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.

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.

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

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.

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.

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.

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

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

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.

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

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

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

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.

It is an excellent capability.

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

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

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

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.

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'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.

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

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

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.

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

A very slick application, we are very impressed.

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

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

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

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

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

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

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

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

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.

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

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

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

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.

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?!"

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

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.

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.

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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