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.

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

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.

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.

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

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

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

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.

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

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

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

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

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

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

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 very robust and easy to use.

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

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

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 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.

We could not build XALT in 5 years if we tried

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

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.

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's a nice solution, very useful.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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 moves us ahead and shows the art of the possible.

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

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

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

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

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.

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.

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

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

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.

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

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

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

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.

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.

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

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

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

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

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

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

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

This is such an exciting application.

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.

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

It's a nice solution, very useful.

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

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.