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.

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.

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.

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.

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

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

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

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.

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

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

A very slick application, we are very impressed.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

Gold standard in seconds.

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

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

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!"

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

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

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

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 saves time for the distribution team and is very efficient.

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

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

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

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

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

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.

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.

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

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

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

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

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

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

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

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

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.

We could not build XALT in 5 years if we tried

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

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

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.

This is the crème de la crème.

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

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

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

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.

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'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 is an excellent capability.

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

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

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

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

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

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.

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

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.

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

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.

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

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

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

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

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.