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

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.

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

We could not build XALT in 5 years if we tried

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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 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 impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.

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

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.

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.

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.

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 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.

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

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

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

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's a nice solution, very useful.

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

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.

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

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

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.

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.

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

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

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 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.

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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.

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

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

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

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.

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

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.

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

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

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

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

XALT is very robust and easy to use.

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.

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

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

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.

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.

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

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

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

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

A very slick application, we are very impressed.

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

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

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

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

It is an excellent capability.

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

It's a nice solution, very useful.

Anything that reduces interactions with Salesforce is a distinct boon.

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.