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.

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

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

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

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

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

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.

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

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

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 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.

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.

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 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.

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.

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

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

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.

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

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

This is the crème de la crème.

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.

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.

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

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

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

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

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

A very slick application, we are very impressed.

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

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

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.

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.

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

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

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

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

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

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

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.

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

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.

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.

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

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

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

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

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.

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

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

We could not build XALT in 5 years if we tried

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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.

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

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 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.

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

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

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

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.