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

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

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

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

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.

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

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

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.

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.

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

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

We could not build XALT in 5 years if we tried

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.

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

It's a nice solution, very useful.

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

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

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.

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

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

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 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.

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

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.

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

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

Gold standard in seconds.

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.

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

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.

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

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.

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

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 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.

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

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

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

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.

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

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

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

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

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

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

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

All product specific docs in one place. 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 a nice solution, very useful.

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.

This is such an exciting application.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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 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.

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.

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

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.

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

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

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.

This is the equivalent of Bloomberg for asset management sales.