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

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

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

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

It's a nice solution, very useful.

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

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 the equivalent of Bloomberg for asset management sales.

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.

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

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.

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

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

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

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

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

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 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.

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.

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 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.

This is the crème de la crème.

It's a nice solution, very useful.

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 fantastic. I wish I had it in the past.

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

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

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

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.

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

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

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

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

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.

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

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.

A very slick application, we are very impressed.

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

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

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 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.

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 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.

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.

This is such an exciting application.

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

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 easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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

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

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.

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

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

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

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

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

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

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

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

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

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

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

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

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

Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.

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

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