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 is an excellent capability.

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

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

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

This is the crème de la crème.

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

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

Gold standard in seconds.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

A very slick application, we are very impressed.

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.

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.

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.

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

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

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

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 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.

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

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

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.

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.

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

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

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

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

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

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.

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

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

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.

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

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.

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

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

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

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

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

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

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

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

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.

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

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

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

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.

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

It's a nice solution, very useful.

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

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.

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.

XALT is very robust and easy to use.

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

We could not build XALT in 5 years if we tried

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

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

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

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