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

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.

This is the crème de la crème.

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

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

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

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

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

This is such an exciting application.

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

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

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.

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

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 is easy to find all the information that you need.

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

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.

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

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.

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.

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.

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.

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

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

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

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.

We could not build XALT in 5 years if we tried

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

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

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

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

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.

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

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.

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

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

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.

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

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.

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

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 is very robust and easy to use.

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.

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

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

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.

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.

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

It is an excellent capability.

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.

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

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

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.

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

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

A very slick application, we are very impressed.

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.

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.

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.

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

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

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

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

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

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.

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.

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

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