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 the crème de la crème.

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

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

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 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 equivalent of Bloomberg for asset management sales.

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

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.

This is such an exciting application.

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

XALT is very robust and easy to use.

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.

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

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 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.

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

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

We could not build XALT in 5 years if we tried

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

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.

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

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

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

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

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

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.

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.

It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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

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

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 a nice solution, very useful.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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 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.

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 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.

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

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

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

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

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

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

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

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

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 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.

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

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

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

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.

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

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

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

It's a nice solution, very useful.

A very slick application, we are very impressed.

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