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

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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.

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.

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

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.

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

It is an excellent capability.

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.

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.

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

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

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

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.

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 such an exciting application.

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.

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.

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.

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

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

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

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

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.

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

XALT is very robust and easy to use.

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

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

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.

A very slick application, we are very impressed.

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.

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.

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 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.

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.

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.

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

It's a nice solution, very useful.

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

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.

This is the crème de la crème.

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.

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

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

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

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

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 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.

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

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

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

Gold standard in seconds.

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

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.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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