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.

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

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

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

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

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

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.

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

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

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

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

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

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

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

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.

This is such an exciting application.

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

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.

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

We could not build XALT in 5 years if we tried

It's a nice solution, very useful.

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

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.

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.

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

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.

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

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 is just the tool we need, everything is immediately available

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

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

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.

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 saves time for the distribution team and is very efficient.

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.

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

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 is easy to find all the information that you need.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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 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.

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 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.

It's a nice solution, very useful.

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.

A very slick application, we are very impressed.

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

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

Gold standard in seconds.

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

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.

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

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

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

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

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

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

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

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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