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.

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

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

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

A very slick application, we are very impressed.

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.

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

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.

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.

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

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.

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

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

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.

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.

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

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.

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

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

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

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

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

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.

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 is an excellent capability.

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.

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.

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

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

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

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

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

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

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

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

XALT is very robust and easy to use.

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

We could not build XALT in 5 years if we tried

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

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

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

It's a nice solution, very useful.

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

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

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.

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

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

This is such an exciting application.

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 a nice solution, very useful.

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.

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

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 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.

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.

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

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.