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

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

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

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.

Gold standard in seconds.

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.

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

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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

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 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.

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

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.

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

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

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

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.

It's a nice solution, very useful.

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.

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

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.

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

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

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

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.

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.

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

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.

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 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 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.

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

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

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

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.

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

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

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

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

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

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

A very slick application, we are very impressed.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

XALT is very robust and easy to use.

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.

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

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

It's a nice solution, very useful.

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

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

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

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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