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.

This is the equivalent of Bloomberg for asset management sales.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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.

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

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

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 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.

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

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

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.

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 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.

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

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

It's a nice solution, very useful.

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.

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

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

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.

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.

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

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.

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's a nice solution, very useful.

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

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

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

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

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

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

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

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 moves us ahead and shows the art of the possible.

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

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.

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

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

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

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

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

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

XALT is very robust and easy to use.

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.

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

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.

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

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 the crème de la crème.

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

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

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.

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

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.

A very slick application, we are very impressed.

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

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

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

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

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.

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.

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.

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

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