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

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

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

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.

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.

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

We had a gap in true product intelligence, XALT fills this gap perfectly.

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

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

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

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

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

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.

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

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

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

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

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

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

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

XALT is very robust and easy to use.

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

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

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.

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.

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

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

This is such an exciting application.

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

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.

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

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.

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.

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.

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

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.

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

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.

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

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

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

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.

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

Gold standard in seconds.

It is an excellent capability.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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 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 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.

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

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.

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.

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

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.

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

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