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

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

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

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.

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

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

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

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.

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

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

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

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

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

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.

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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 nice solution, very useful.

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

Gold standard in seconds.

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

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.

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.

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.

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

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

It's a nice solution, very useful.

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

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

We could not build XALT in 5 years if we tried

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

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.

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

XALT is very robust and easy to use.

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 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 such an exciting application.

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 moves us ahead and shows the art of the possible.

XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.

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

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.

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.

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.

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.

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

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

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

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

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.

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

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

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.

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

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

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.

A very slick application, we are very impressed.

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.