Gold standard in seconds.

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

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

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

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

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.

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.

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 is an excellent capability.

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

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 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.

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 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.

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

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

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

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

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.

It's a nice solution, very useful.

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

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

A very slick application, we are very impressed.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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

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

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

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

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.

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

XALT is very robust and easy to use.

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.

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

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.

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

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

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

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

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

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.

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

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

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

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

This is amazing, it really is. It is like we have leapt out of the dark ages.

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

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

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

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'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.

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

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

We could not build XALT in 5 years if we tried

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.

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.

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 crème de la crème.

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