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

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.

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.

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.

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

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

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.

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 fantastic. I wish I had it in the past.

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

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

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

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

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

XALT is very robust and easy to use.

Fantastic. A really impressive piece of kit, well done.

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.

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

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

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

We could not build XALT in 5 years if we tried

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.

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

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

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

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

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.

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

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

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

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.

A very slick application, we are very impressed.

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

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

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.

It's a nice solution, very useful.

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

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

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.

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.

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.

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

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.

This is the crème de la crème.

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.

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 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 such an exciting application.

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.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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.

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.

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

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

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

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

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

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

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

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

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.

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