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.

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

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.

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

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

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 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 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.

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

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.

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

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

XALT is very robust and easy to use.

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

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.

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

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 is easy to find all the information that you need.

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

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.

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

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

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

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

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.

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.

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.

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.

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

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.

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.

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

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

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

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

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

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

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

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

This is such an exciting application.

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

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

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

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.

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 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's a nice solution, very useful.

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

It is an excellent capability.

Anything that reduces interactions with Salesforce is a distinct boon.

This is the crème de la crème.

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.

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.

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

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

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

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

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.

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

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