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 saves time for the distribution team and is very efficient.

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.

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.

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.

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.

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

A very slick application, we are very impressed.

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

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

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.

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

This is such an exciting application.

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

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.

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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.

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

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 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.

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

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

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

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

It's a nice solution, very useful.

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

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

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.

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.

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

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

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.

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

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

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

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

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 a nice solution, very useful.

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.

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

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

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

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.

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

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

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

When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.

XALT is very robust and easy to use.

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

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

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

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

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

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