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

Gold standard in seconds.

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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

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

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

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

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 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.

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.

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

XALT is very robust and easy to use.

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

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

This is the crème de la crème.

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

It's a nice solution, very useful.

We could not build XALT in 5 years if we tried

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.

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.

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.

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

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

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

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

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.

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

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.

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

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 the equivalent of Bloomberg for asset management sales.

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

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

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

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

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.

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.

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.

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'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.

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.

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

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

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

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

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.

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

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

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

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 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.

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

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

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

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