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

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

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

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 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.

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

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.

This is the crème de la crème.

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.

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.

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

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

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

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.

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

This is such an exciting application.

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

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

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

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

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

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.

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

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

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.

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

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

If I was the CEO, I would be asking my head of Distribution, "why would you not want to 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.

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

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

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

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.

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.

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.

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

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

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.

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 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'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.

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.

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.

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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.

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

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.

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

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

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'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.

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

Gold standard in seconds.

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.

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.

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

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

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