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

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

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.

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

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.

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.

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

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

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.

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.

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

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

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

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

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.

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

It is an excellent capability.

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

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

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.

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 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.

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.

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

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.

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

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

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

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

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.

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

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

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

This is such an exciting application.

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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 nice solution, very useful.

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

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.

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

Gold standard in seconds.

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

We could not build XALT in 5 years if we tried

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

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

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.

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.

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.

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

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

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.

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 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 easy to find all the information that you need.

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

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

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.

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

It's a nice solution, very useful.

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.

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

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