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

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

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

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

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.

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

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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.

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

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

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.

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.

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

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

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

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

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

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

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

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.

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

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

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

We could not build XALT in 5 years if we tried

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 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.

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

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's a nice solution, very useful.

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 just the tool we need, everything is immediately available

Gold standard in seconds.

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

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

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.

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 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 fantastic. I wish I had it in the past.

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.

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.

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

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

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

A very slick application, we are very impressed.

This is such an exciting application.

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 moves us ahead and shows the art of the possible.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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 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.

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.

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

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

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.

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.

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.

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

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

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

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.

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.

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.