Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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

This is such an exciting application.

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

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

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.

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

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 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 very robust and easy to use.

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

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

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.

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

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

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.

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

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'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 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.

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.

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.

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

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.

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

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.

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

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.

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.

This is the crème de la crème.

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 has delivered revenue growth, time efficiencies and cost savings

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

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.

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.

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

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.

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

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

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

We could not build XALT in 5 years if we tried

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

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.

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

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

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

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.

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

A very slick application, we are very impressed.

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.

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.

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

It is an excellent capability.

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

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

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 a nice solution, very useful.

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

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.

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'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.

This is a true sales enablement application, our sales guys love this.

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

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.