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's a nice solution, very useful.

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

XALT is very robust and easy to use.

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.

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

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

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.

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.

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

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

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

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.

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

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.

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.

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.

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

It is an excellent capability.

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

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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'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.

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

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.

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

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

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

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

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

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

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

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

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.

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

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.

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

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 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 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.

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 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.

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

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.

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

It's a nice solution, very useful.

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

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

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

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

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.

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

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

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

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.

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

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

A very slick application, we are very impressed.

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.

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.