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.

This is amazing, it really is. It is like we have leapt out of the dark ages.

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

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

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

We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.

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

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

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.

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

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

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

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

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

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

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

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.

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.

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

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

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

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

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.

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 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 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.

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.

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

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.

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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.

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

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

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

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

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

The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.

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.

This is the crème de la crème.

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

XALT is very robust and easy to use.

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 just the tool we need, everything is immediately available

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

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

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

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

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

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.

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.

This is such an exciting application.

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

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.

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

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

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

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.

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

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.

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

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 a nice solution, very useful.