This is the crème de la crème.

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

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

This is such an exciting application.

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.

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.

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

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

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

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

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

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

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.

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

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.

The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT

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.

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

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.

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

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.

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.

Gold standard in seconds.

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

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

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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

It's a nice solution, very useful.

It's a nice solution, very useful.

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

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.

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

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

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

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.

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

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

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

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.

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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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 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 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.

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.

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.

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

XALT is just the tool we need, everything is immediately available

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

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

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

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

It is an excellent capability.

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

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

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 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.

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

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

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.

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

You've taught me something about performance metrics and I've been doing this for twenty years! I validated the numbers manualy in Lipper and XALT was spot on.