It is an excellent capability.

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

XALT is very robust and easy to use.

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

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 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.

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

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

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.

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

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

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

Gold standard in seconds.

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.

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

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

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

It's a nice solution, very useful.

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

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.

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

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

A very slick application, we are very impressed.

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

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.

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

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 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.

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

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.

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.

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

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.

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

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

It's a nice solution, very useful.

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

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 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 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.

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

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

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.

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

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 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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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.

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

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

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

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

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

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

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

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

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

You've designed it to be pretty and incredibly user friendly. It's a seamless process of delivering much higher quality, much more timely information to clients within minutes.