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

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

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 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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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 moves us ahead and shows the art of the possible.

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

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

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.

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

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.

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

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

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

A very slick application, we are very impressed.

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

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

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 is an excellent capability.

This is the crème de la crème.

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.

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

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

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

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

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

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.

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

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

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

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.

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.

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 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.

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

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.

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 a nice solution, very useful.

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

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

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

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.

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

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.

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

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 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.

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

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.

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.

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

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 very robust and easy to use.

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.

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.

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

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

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.

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

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

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

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

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

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.

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.