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

It's a nice solution, very useful.

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

It is an excellent capability.

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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.

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.

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

This is the crème de la crème.

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

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 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.

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 equivalent of Bloomberg for asset management sales.

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.

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.

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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.

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

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

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

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

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

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

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

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

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.

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

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.

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

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

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.

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

A very slick application, we are very impressed.

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

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

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

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 great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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

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

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

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

It's a nice solution, very useful.

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

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.

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

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

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 very robust and easy to use.

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

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

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

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.

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

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.