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

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

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.

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 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

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.

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.

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

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

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.

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

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

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

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

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

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

It's a nice solution, very useful.

This is the crème de la crème.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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 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.

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

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.

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

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

A very slick application, we are very impressed.

XALT is very robust and easy to use.

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

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

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.

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'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 easy to find all the information that you need.

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.

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

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.

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.

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.

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

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

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

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.

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

It is an excellent capability.

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.

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

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

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

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

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

It's a nice solution, very useful.

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

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.

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

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.