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

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

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 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 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.

We could not build XALT in 5 years if we tried

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

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

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 such an exciting application.

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 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.

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

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

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.

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

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.

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

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

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

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

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

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.

This is the crème de la crème.

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.

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

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

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.

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

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.

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.

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

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

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

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.

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.

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

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

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

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.

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

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

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

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

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

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

Gold standard in seconds.

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.

It's a nice solution, very useful.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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

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

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

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

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

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

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

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.

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

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