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.

XALT is very robust and easy to use.

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 saves time for the distribution team and is very efficient.

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

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

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

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.

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.

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

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

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.

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

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

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.

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 is an excellent capability.

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 easy to find all the information that you need.

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

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

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

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

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

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

This is such an exciting application.

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.

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

We could not build XALT in 5 years if we tried

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.

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

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.

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 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.

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 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 is just the tool we need, everything is immediately available

It's a nice solution, very useful.

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.

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

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

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

This is the crème de la crème.

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.

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

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

A very slick application, we are very impressed.

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.

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

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

It's a nice solution, very useful.

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.

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.

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

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.

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

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

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