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.

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

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.

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.

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 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.

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.

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

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

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

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

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

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

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

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

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

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

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

It's nicely designed. Sending comparisons to clients definitely helps win assets.

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

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

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

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

Gold standard in seconds.

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

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

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

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

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

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

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.

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.

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.

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

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.

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

A very slick application, we are very impressed.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

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

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.

We could not build XALT in 5 years if we tried

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.

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

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

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.

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

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

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

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

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 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 such an exciting application.

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

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

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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 fantastic. I wish I had it in the past.