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

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

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

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.

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

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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

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

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

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

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

We could not build XALT in 5 years if we tried

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

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

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.

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.

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.

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.

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

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

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

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

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

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.

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.

XALT is very robust and easy to use.

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

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

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.

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

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.

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.

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

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.

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

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

It's a nice solution, very 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 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

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 has delivered revenue growth, time efficiencies and cost savings

This is such an exciting application.

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.

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

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.

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

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.

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

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.

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.

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

This is the crème de la crème.

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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

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.

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