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

This is the crème de la crème.

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

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

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

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

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

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

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

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.

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.

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

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.

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

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.

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

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

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.

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

XALT moves us ahead and shows the art of the possible.

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

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.

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

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'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.

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

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.

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.

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

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.

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.

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

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.

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.

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

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

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

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.

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

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

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.

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

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.

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

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 just the tool we need, everything is immediately available

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.

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

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

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

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

We could not build XALT in 5 years if we tried

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.

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

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.

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

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 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.

Anything that reduces interactions with Salesforce is a distinct boon.

XALT is very robust and easy to use.

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.

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.

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.

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

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

It's a nice solution, very useful.