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.

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 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

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.

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.

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

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

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 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.

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

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.

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.

It's a nice solution, very useful.

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.

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

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

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.

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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

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

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

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

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.

It's a nice solution, very useful.

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 saves time for the distribution team and is very efficient.

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.

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

It is an excellent capability.

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

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

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

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

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.

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

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

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

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.

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.

XALT is very robust and easy to use.

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

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

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

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

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

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

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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 the meeting I was agnostic and now I am very positive. You don't need to sell it, it is obviously a great product.

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

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

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.

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

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

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.

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

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.