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.

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.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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.

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

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 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.

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

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

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

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

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

Gold standard in seconds.

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

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

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.

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

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

XALT is very robust and easy to use.

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.

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.

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.

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

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 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.

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.

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.

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.

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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 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.

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.

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

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

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

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.

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

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

A very slick application, we are very impressed.

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

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

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

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

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

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.

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.

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

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

The bond holdings chart came in very handy. I was able to answer the client’s question straightaway

It's a nice solution, very useful.

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.

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