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 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 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.

It is an excellent capability.

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

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

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

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

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.

This is the crème de la crème.

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

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.

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

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

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

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

Gold standard in seconds.

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

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 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.

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 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.

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

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

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

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.

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

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.

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

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

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

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.

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

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

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

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

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.

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.

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.

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

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.

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 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.

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

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.

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.

A very slick application, we are very impressed.

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

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

It's a nice solution, very useful.

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

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

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

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

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

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

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.

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

This is such an exciting application.

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

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

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

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

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

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

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.