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

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

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

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

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

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

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

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.

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.

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.

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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.

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

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

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

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

This is such an exciting application.

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

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

It's a nice solution, very useful.

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

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

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.

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.

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.

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.

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

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

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

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

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 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.

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

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

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

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

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 the crème de la crème.

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.

Gold standard in seconds.

Anything that reduces interactions with Salesforce is a distinct boon.

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

It's a nice solution, very useful.

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

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

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

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

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

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

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.

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

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

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 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.

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

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

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

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

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.

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.