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 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.

This is such an exciting application.

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

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.

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

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

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

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

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

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

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

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

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

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'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 is an excellent capability.

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

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

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

This is the crème de la crème.

It's a nice solution, very useful.

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

This is the equivalent of Bloomberg for asset management sales.

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 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.

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

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

A very slick application, we are very impressed.

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 moves us ahead and shows the art of the possible.

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

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

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.

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.

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

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.

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

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

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

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.

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.

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.

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.

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

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

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.

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

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

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

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

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.

XALT is very robust and easy to use.

It's a nice solution, very useful.

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

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.

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

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

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.

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're 1000 steps ahead of where we were thinking.

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.

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

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

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.

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