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

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.

A very slick application, we are very impressed.

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

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

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 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.

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

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

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

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

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

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'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 the equivalent of Bloomberg for asset management sales.

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

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

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.

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

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

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

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

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.

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

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.

We could not build XALT in 5 years if we tried

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

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

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

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

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 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.

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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.

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.

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.

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.

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.

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

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

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

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

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

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

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

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

It saves time for the distribution team and is very efficient.

It's a nice solution, very useful.

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 is an excellent capability.

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.