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.

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

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.

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

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

We could not build XALT in 5 years if we tried

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

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.

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

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.

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

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

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.

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.

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

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

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

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

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

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.

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.

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

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.

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 such an exciting application.

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

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

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

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

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

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

A very slick application, we are very impressed.

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

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

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.

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.

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

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.

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

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

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

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

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

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

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

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

When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.

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

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

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

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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 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.

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 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.

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

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.