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

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

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

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.

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.

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

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.

We could not build XALT in 5 years if we tried

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

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

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.

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

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

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

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

This is such an exciting application.

It is an excellent capability.

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

It's a nice solution, very useful.

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

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

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

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

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

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

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

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

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 is easy to find all the information that you need.

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.

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

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

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.

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.

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

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

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

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.

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.

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

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.

My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT

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.

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.

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 so fast, I originally thought it was a trick!

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

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

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.

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

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

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

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

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

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

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.

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

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.

A very slick application, we are very impressed.

It's a nice solution, very useful.

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

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.

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.

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

XALT is very robust and easy to use.

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

Gold standard in seconds.