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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

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

It is an excellent capability.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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.

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.

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

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.

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

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

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

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

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

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.

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.

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

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

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

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.

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.

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

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

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

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

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

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

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

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

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

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

XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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.

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.

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

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 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.

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

It's a nice solution, very useful.

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

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

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 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'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.

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 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.

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.

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.

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

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.

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.

XALT is very robust and easy to use.

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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.