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.

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.

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

A very slick application, we are very impressed.

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.

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

Gold standard in seconds.

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

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

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

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 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.

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

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.

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

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.

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

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

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

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

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

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.

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

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

It is an excellent capability.

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.

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.

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

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 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.

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

If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"

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

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

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

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

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.

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

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.

This is such an exciting application.

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

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

This is the crème de la crème.

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

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

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

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

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 saves time for the distribution team and is very efficient.

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.

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

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

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

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

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

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.

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