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.

A very slick application, we are very impressed.

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.

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

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

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.

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

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

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.

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

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

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.

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

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.

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.

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 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 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.

Gold standard in seconds.

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

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.

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.

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.

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

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

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

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

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

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.

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

This is the crème de la crème.

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

It's a nice solution, very useful.

It is an excellent capability.

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

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 is easy to find all the information that you need.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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

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.

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.

We could not build XALT in 5 years if we tried

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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

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

It looks like an incredibly useful tool, I can fully see why people are enamoured by it.

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

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

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

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

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

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

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

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.

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

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

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

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