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

It's a nice solution, very useful.

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.

A very slick application, we are very impressed.

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

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

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

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.

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.

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'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.

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

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

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

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

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

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

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 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.

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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

XALT is very robust and easy to use.

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

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

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.

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

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

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

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

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

It had all the data on our funds and competitors from the initial demo. It is extremely powerful.

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

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.

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.

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.

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

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

This is the crème de la crème.

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

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

This is such an exciting application.

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

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

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

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

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.

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 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.

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.

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

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.

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