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.

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

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.

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

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.

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

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

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

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.

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

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

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

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.

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

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.

This is such an exciting application.

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

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

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.

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

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

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.

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

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

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

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

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

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

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

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

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

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

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

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.

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.

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

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

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

This is the crème de la crème.

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 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.

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

It's a nice solution, very useful.

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

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

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

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

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 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.

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

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.

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

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.

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.

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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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

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

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

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