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.

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.

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

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.

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

It is an excellent capability.

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.

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

Gold standard in seconds.

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

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.

This is the crème de la crème.

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.

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

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.

A very slick application, we are very impressed.

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

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.

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

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

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

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.

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

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.

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.

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

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

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

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.

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

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 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.

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

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

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

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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.

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

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

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

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

XALT is very robust and easy to use.

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

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

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

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

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.

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

It's a nice solution, very useful.

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

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

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