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.

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

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

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.

It's a nice solution, very useful.

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

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

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

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

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

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.

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

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

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.

It is an excellent capability.

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

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.

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

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

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 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.

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.

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

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.

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.

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

This is the crème de la crème.

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

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 saves time for the distribution team and is very efficient.

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

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

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

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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

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

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

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

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

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.

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

Gold standard in seconds.

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

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

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.

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.

We could not build XALT in 5 years if we tried

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 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.

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

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

This is such an exciting application.

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

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

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