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

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.

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.

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

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.

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

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

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

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

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.

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

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

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

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 easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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

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

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

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

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's a nice solution, very useful.

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.

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

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

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

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

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.

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.

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

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.

It is an excellent capability.

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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.

This is such an exciting application.

XALT has delivered revenue growth, time efficiencies and cost savings

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.

XALT is very robust and easy to use.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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.

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

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

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

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

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 moves us ahead and shows the art of the possible.

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

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

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

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

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

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

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 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 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.

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.

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!"

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.

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

This is the crème de la crème.

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

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

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

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