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.

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

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.

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

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

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.

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

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 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.

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

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

This is such an exciting application.

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

We could not build XALT in 5 years if we tried

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

It is an excellent capability.

It's a nice solution, very useful.

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.

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

Arguably functionality, level of information and design is better than FE Analytics.

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

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

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.

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 nicely designed. Sending comparisons to clients definitely helps win assets.

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

XALT is very robust and easy to use.

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.

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.

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

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.

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

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

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

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

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

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.

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

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

It's a nice solution, very useful.

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

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

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 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.

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

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

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.

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

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 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.

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

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

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

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

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.