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

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.

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

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

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 has delivered revenue growth, time efficiencies and cost savings

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.

It is an excellent capability.

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.

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

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

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.

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

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

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

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.

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

It's a nice solution, very useful.

This is such an exciting application.

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.

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

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

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

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.

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.

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.

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

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

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.

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

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

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.

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

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

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

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

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

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.

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

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.

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

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

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

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

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

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 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.

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

It's a nice solution, very useful.

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

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.

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.

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

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

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

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.

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.