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.

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.

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

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

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

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

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 is just the tool we need, everything is immediately available

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

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.

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.

Gold standard in seconds.

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

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

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

This is the crème de la crème.

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

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

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

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

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.

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.

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

This is such an exciting application.

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

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'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.

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

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

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

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.

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.

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.

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

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

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!

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.

We could not build XALT in 5 years if we tried

I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.

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.

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

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

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.

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

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

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

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

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

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.

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

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.

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

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.

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

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

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

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

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

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

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

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.

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

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.

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.