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

This is such an exciting application.

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.

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.

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 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.

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

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

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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

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

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

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.

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

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

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.

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.

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

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.

We could not build XALT in 5 years if we tried

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 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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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 is very robust and easy to use.

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

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.

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.

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.

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

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

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.

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.

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

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

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

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 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.

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

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

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.

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

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 a nice solution, very useful.

It's a nice solution, very useful.

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.

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

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

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

A very slick application, we are very impressed.

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.

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

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

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

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