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

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

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.

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

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.

It is an excellent capability.

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

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 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.

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

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

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

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.

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

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

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

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.

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

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.

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.

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

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

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 has delivered revenue growth, time efficiencies and cost savings

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

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.

Gold standard in seconds.

It's a nice solution, very useful.

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

This is the crème de la crème.

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

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 moves us ahead and shows the art of the possible.

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

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

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.

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

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 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.

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.

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

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

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.

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

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

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

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

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

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.

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

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

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.

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

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'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.

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

We had a gap in true product intelligence, XALT fills this gap perfectly.

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

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.