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

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

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

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.

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

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.

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

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

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.

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

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

All product specific docs in one place. I love it.

A very slick application, we are very impressed.

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

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.

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

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.

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

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

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

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.

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

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.

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.

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.

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

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

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

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

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.

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 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.

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.

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

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

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

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

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.

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

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

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.

It is an excellent capability.

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 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.

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

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

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

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.

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.

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 just the tool we need, everything is immediately available

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

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

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's a nice solution, very useful.

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

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

It's cheap! It should be closer to $15k per person.

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