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

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.

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.

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.

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

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

It is an excellent capability.

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

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

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

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

It's fantastic. I wish I had it in the past.

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

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

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

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

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

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

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

XALT is very robust and easy to use.

We could not build XALT in 5 years if we tried

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

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

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

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

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

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.

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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

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

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

It's a nice solution, very useful.

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

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

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

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

This is such an exciting application.

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

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.

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 crème de la crème.

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

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 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.

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.

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

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

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

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 easy to find all the information that you need.

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.

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.