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

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

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

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

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

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

This is such an exciting application.

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

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

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.

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

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.

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.

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

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

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

Gold standard in seconds.

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.

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

It's a nice solution, very useful.

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.

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

It is an excellent capability.

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.

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

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

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.

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.

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 moves us ahead and shows the art of the possible.

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.

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 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 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.

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.

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

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.

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

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

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.

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

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

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

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

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

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

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

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.

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

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 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.

This is the equivalent of Bloomberg for asset management sales.

It's nicely designed. Sending comparisons to clients definitely helps win assets.

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.

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.

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

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.

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.

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

A very slick application, we are very impressed.

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

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

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.

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

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

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.

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.