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.

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

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.

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

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.

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

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.

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.

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

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

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

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

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.

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

A very slick application, we are very impressed.

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.

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

This is such an exciting application.

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

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

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

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.

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

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.

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

We could not build XALT in 5 years if we tried

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

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

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.

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.

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

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.

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

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.

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

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

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.

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

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

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

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

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

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.

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 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.

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

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

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.

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

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

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

XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.

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'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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

It is an excellent capability.

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

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

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

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

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

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