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

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.

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

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

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

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

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

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

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

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

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

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

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

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

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.

A very slick application, we are very impressed.

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

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.

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

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

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.

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 saves time for the distribution team and is very efficient.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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.

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

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

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

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

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

It's a nice solution, very useful.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

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

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

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

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

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

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

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

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

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.

This is the crème de la crème.

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

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.

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

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.

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

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

If I was the CEO, I would be asking my head of Distribution, "why would you not want to 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.

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

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.

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

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.

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

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

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'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 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.