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

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

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.

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

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

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

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

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.

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.

A very slick application, we are very impressed.

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

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

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

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

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

This is such an exciting application.

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 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.

This is the crème de la crème.

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

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

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

We could not build XALT in 5 years if we tried

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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

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.

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

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

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

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

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.

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

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'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.

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

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

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.

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

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

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.

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.

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

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.

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.

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.

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

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.

It is an excellent capability.

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.

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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

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

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

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 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.