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.

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.

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

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.

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

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

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

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.

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

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.

It is an excellent capability.

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

This is the crème de la crème.

XALT is very robust and easy to use.

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.

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

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

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.

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

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

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

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.

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

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

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

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

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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.

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

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.

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.

XALT has delivered revenue growth, time efficiencies and cost savings

A very slick application, we are very impressed.

We could not build XALT in 5 years if we tried

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

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

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.

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

It's a nice solution, very useful.

Gold standard in seconds.

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.

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

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.

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

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.

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 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.

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

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

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

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

We had a gap in true product intelligence, XALT fills this gap perfectly.

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.

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 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.

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

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.

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

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

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'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.

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

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

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