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

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 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.

We could not build XALT in 5 years if we tried

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.

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

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

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

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

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

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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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.

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

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 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.

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

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.

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

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

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

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

It's a nice solution, very useful.

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

A very slick application, we are very impressed.

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

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

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

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

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

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.

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

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.

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

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

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.

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

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

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

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

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

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

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

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

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

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

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 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.

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

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

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

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.

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 an excellent capability.

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

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.

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

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

This is the crème de la crème.