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.

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

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

A very slick application, we are very impressed.

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.

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

Gold standard in seconds.

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.

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

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.

This is such an exciting application.

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

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 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.

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.

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

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

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

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

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

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.

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

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

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

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

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

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

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.

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

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

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

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

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 just the tool we need, everything is immediately available

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

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

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

XALT is very robust and easy to use.

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

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

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.

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

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

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

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

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

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

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.

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.

It's a nice solution, very useful.

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

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

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

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

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

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

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