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

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

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

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

XALT is very robust and easy to use.

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

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.

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.

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

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

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.

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.

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.

We could not build XALT in 5 years if we tried

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

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.

This is such an exciting application.

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.

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

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

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

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 just the tool we need, everything is immediately available

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

XALT is an amazing tool. It is wonderful to have everything accessible in one place.

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

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.

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

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.

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.

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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.

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

This is the crème de la crème.

It is an excellent capability.

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

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

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 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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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.

It's a nice solution, very useful.

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

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

Gold standard in seconds.

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

It's a nice solution, very useful.

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

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

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.

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

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

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

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.

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

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

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.

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.