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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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.

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.

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

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

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

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

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

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 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.

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

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.

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

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.

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.

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.

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

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.

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

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

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

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.

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

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

It is an excellent capability.

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'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 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.

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

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

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.

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.

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

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

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

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

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

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

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

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

A very slick application, we are very impressed.

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

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

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.

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

It's a nice solution, very useful.

XALT is very robust and easy to use.

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

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

This is the crème de la crème.

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

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 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.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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.

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

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

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

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.

This is such an exciting application.