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

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.

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.

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

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'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.

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.

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.

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.

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

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

We could not build XALT in 5 years if we tried

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

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

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

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

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

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

It's a nice solution, very useful.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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 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.

A very slick application, we are very impressed.

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

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

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.

This is such an exciting application.

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

It is an excellent capability.

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

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're 1000 steps ahead of where we were thinking.

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

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.

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'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.

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.

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.

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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.

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

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

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.

XALT is very robust and easy to use.

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

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

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.

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

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.

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

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

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

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

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.

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

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.