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

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 just the tool we need, everything is immediately available

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

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

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.

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.

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

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.

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.

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

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

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

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 the crème de la crème.

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

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.

This is such an exciting application.

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

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

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.

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.

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

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

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

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

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

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

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

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

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 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.

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

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

Gold standard in seconds.

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 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.

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

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

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

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

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

We could not build XALT in 5 years if we tried

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.

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

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.

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 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.

A very slick application, we are very impressed.

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.

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

It's a nice solution, very useful.

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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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 is easy to find all the information that you need.

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

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

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

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

XALT moves us ahead and shows the art of the possible.

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.

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