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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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 moves us ahead and shows the art of the possible.

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

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

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

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

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

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

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

Gold standard in seconds.

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

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.

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.

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.

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

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.

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.

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.

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

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

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

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.

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

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.

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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're 1000 steps ahead of where we were thinking.

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.

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

This is such an exciting application.

XALT is very robust and easy to use.

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.

A very slick application, we are very impressed.

It's a nice solution, very useful.

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 is easy to find all the information that you need.

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

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

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

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.

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

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.

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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

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

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

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

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

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

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

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.

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.