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.

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

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.

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

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

A very slick application, we are very impressed.

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

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

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

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

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.

This is such an exciting application.

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 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.

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.

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

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 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.

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

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

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

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

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.

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.

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 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.

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

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

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 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.

It is an excellent capability.

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

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.

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 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.

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

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

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

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.

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

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 has delivered revenue growth, time efficiencies and cost savings

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

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.

It's a nice solution, very useful.

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

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

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

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 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.

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

It's a nice solution, very useful.

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

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

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.

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

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.