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

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

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

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

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

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

It's a nice solution, very useful.

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.

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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.

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

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

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

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

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

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.

Gold standard in seconds.

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.

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

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

A very slick application, we are very impressed.

XALT is very robust and easy to use.

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.

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.

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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'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.

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

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

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

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

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.

We could not build XALT in 5 years if we tried

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.

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.

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

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

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 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 saves time for the distribution team and is very efficient.

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

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

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

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.

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.

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

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

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

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 the equivalent of Bloomberg for asset management sales.

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.

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

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

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

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

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

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 a nice solution, very useful.

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

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