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

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.

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 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.

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

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

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.

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.

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

We could not build XALT in 5 years if we tried

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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 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.

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

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

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.

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

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.

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'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.

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

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

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

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

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 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.

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

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

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.

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

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

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

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.

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

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

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

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

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

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

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.

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

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

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

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.

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.

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

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.

This is such an exciting application.

This is the crème de la crème.

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

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

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 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.

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

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

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

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

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.

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

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

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.

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.