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

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.

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

It is an excellent capability.

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

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

We could not build XALT in 5 years if we tried

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

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

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

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

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

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 moves us ahead and shows the art of the possible.

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

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

It's a nice solution, very useful.

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

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

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.

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

It's a nice solution, very useful.

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.

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.

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

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 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.

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

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

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

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.

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.

It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.

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 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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

Gold standard in seconds.

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

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.

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

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

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

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

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

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

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.

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

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 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 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 just the tool we need, everything is immediately available

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

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.

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

A very slick application, we are very impressed.

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

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

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

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.

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

This is the crème de la crème.

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.

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.

XALT has delivered revenue growth, time efficiencies and cost savings