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

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

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

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.

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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.

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 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 nicely designed. Sending comparisons to clients definitely helps win assets.

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

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 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.

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.

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

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.

This is the crème de la crème.

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

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

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.

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

A very slick application, we are very impressed.

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 moves us ahead and shows the art of the possible.

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

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.

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

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.

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

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's a nice solution, very useful.

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

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

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

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

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 an excellent capability.

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.

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

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

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.

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

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

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

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.

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.

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

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

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 very robust and easy to use.

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.

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

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.

We could not build XALT in 5 years if we tried

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

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

It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.

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

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.

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

XALT is just the tool we need, everything is immediately available