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.

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.

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

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

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

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.

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

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 really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.

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

It's a nice solution, very useful.

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

This is such an exciting application.

It is an excellent capability.

A very slick application, we are very impressed.

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

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

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.

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

It's a nice solution, very useful.

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

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 saves time for the distribution team and is very efficient.

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

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.

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

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

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.

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

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

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

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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

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.

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

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

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 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.

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.

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

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

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.

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.

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

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.

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.

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.

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

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

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

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