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

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

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.

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.

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

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.

We could not build XALT in 5 years if we tried

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

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

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

Gold standard in seconds.

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

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 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.

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.

This is the equivalent of Bloomberg for asset management sales.

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

You're 1000 steps ahead of where we were thinking.

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'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 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.

This is the crème de la crème.

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

This is such an exciting application.

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.

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

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

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

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.

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.

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.

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.

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

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.

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

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

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.

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

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

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

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

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

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

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

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

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.

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

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

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

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.

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.

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

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

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

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

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

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.

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

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.

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.

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

A very slick application, we are very impressed.