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.

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.

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.

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.

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

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

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

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

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

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.

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

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.

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

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

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

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.

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

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

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.

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

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

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

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

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.

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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 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.

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

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

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

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's a nice solution, very useful.

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

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

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

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

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.

This is the crème de la crème.

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.

This is such an exciting application.

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.