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.

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

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

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.

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

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 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.

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

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 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.

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.

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'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 just the tool we need, everything is immediately available

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

It's a nice solution, very useful.

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

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

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

A very slick application, we are very impressed.

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.

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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.

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

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

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

You're 1000 steps ahead of where we were thinking.

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.

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

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

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

We could not build XALT in 5 years if we tried

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

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

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

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.

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

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

It's a nice solution, very useful.

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

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

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.

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.

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 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.

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 has delivered revenue growth, time efficiencies and cost savings

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

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

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

XALT is very robust and easy to use.

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

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

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

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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.