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

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

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

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.

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

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.

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.

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

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.

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 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.

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

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.

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

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

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

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

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

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

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.

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

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

A very slick application, we are very impressed.

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

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.

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

It's a nice solution, very useful.

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

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 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.

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.

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.

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.

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

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.

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

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

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

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

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

It is an excellent capability.

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

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

It's a nice solution, very useful.

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

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

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

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

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.

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.

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

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.