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

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.

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

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 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.

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

This is the crème de la crème.

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

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 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.

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.

This is such an exciting application.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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

It is an excellent capability.

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

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

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.

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

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.

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

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

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

It's a nice solution, very useful.

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

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

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

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.

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.

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

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

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

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

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

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'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.

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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.

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

It's a nice solution, very useful.

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

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.

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.

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

XALT is very robust and easy to use.

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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

A very slick application, we are very impressed.

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

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

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

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

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

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

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