It's a nice solution, very useful.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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.

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

Gold standard in seconds.

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.

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

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

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

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

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.

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

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

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

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

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

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

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

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

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.

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.

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

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'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.

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

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

XALT is very robust and easy to use.

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

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

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

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

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.

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

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.

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

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

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

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

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

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 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'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.

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.

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

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

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.

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.

It's the holy grail of what we've been looking for. XALT is a very impressive product.

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

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.

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.

We could not build XALT in 5 years if we tried

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

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

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.

A very slick application, we are very impressed.

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

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.

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

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

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

This is such an exciting application.

It's a nice solution, very useful.