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

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

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 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'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.

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

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

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

It's a nice solution, very useful.

It's a nice solution, very useful.

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

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.

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

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.

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.

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.

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.

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.

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

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

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.

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

XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.

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

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

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

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

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

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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.

This is such an exciting application.

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.

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

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 just the tool we need, everything is immediately available

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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

A very slick application, we are very impressed.

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

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

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 is very robust and easy to use.

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.

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

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.

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.

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

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

Gold standard in seconds.

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.

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.

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

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

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

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.

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 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.

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

We could not build XALT in 5 years if we tried

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

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