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

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

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.

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.

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

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

XALT is very robust and easy to use.

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

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.

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

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.

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

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.

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

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

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.

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

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

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

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 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 moves us ahead and shows the art of the possible.

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

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

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

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

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

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

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

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

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

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

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

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.

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 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 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 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.

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.

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.

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

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

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

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.

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.

A very slick application, we are very impressed.

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.

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

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

Gold standard in seconds.

We could not build XALT in 5 years if we tried

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

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

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

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

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

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

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

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

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

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

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

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

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.