This is the equivalent of Bloomberg for asset management sales.

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.

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.

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.

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

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.

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.

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.

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

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.

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

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

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

We could not build XALT in 5 years if we tried

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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

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

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

This is the crème de la crème.

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

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.

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.

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

This is such an exciting application.

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's a nice solution, very useful.

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

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

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

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.

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

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

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

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

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.

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

A very slick application, we are very impressed.

It is an excellent capability.

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

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

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

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 moves us ahead and shows the art of the possible.

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

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

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

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

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.

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

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.

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

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

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

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.

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

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

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

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.

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

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

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.

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.

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

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.

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