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

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

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

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

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 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.

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.

XALT is very robust and easy to use.

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.

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

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.

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

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

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.

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

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

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

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

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.

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

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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

It is an excellent capability.

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

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.

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

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

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.

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

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

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.

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

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

This is such an exciting application.

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

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

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.

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.

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

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

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.

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

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.

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

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

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

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

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

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's a nice solution, very useful.

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.

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.

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'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.

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 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.

A very slick application, we are very impressed.

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.

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

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