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

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.

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

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

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

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.

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

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 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.

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.

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

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

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.

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

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.

It is an excellent capability.

A very slick application, we are very impressed.

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

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.

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

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.

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.

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

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

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

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.

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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

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

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.

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

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

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

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.

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

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

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.

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.

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.

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.

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.

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 so fast, I originally thought it was a trick!

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.

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.

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

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

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

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

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

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.

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

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

It's a nice solution, very useful.

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

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

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.