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

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

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

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.

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.

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.

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

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

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

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

It is an excellent capability.

This is the equivalent of Bloomberg for asset management sales.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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.

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

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

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

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.

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

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

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.

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

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 has delivered revenue growth, time efficiencies and cost savings

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

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.

Arguably functionality, level of information and design is better than FE Analytics.

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

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

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.

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.

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 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.

Gold standard in seconds.

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

This is such an exciting application.

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

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

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

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

We could not build XALT in 5 years if we tried

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.

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.

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 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 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.

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

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

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

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

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

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 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 is easy to find all the information that you need.

A very slick application, we are very impressed.

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

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

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

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

This is the crème de la crème.

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.

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.

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.