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

We could not build XALT in 5 years if we tried

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

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

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

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.

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

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

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

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.

It's a nice solution, very useful.

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

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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 has delivered revenue growth, time efficiencies and cost savings

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

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 the crème de la crème.

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

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.

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

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

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.

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

When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.

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

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 is an excellent capability.

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 saves time for the distribution team and is very efficient.

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

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 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.

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

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

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.

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 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!"

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

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

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

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

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

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

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

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

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.

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

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.

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

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.

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

It's a nice solution, very useful.

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

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

If I was the CEO, I would be asking my head of Distribution, "why would you not want to 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.

A very slick application, we are very impressed.

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.