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.

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

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

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!

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

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.

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.

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.

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

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

This is the crème de la crème.

Gold standard 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.

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

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

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

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

A very slick application, we are very impressed.

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

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

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

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

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

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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'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.

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.

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 easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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

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.

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

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

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

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 just the tool we need, everything is immediately available

XALT is very robust and easy to use.

It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.

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

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

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 saves time for the distribution team and is very efficient.

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

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.

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.

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

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.

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

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 is an excellent capability.

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.

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

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.

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 moves us ahead and shows the art of the possible.

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

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

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.

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

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

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

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

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.

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