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

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.

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.

It's a nice solution, very useful.

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

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

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

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

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

XALT is very robust and easy to use.

A very slick application, we are very impressed.

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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.

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.

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

Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.

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.

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

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

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

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 easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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

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

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

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

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

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

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.

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.

Gold standard in seconds.

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

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

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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

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

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.

It is an excellent capability.

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

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.

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

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

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.

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

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.

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

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.

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

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

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.

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

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

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

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

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

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.