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

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

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

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

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

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 is very robust and easy to use.

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.

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.

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

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.

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

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

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

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

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

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 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.

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.

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.

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

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

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

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

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

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

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

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.

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.

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!

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.

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

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.

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

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

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

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

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

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

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

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.

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.

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

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

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's a nice solution, very useful.

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.

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

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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 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.

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

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

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