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

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.

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

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.

It's a nice solution, very useful.

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

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.

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

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

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

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

It is an excellent capability.

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

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.

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.

We could not build XALT in 5 years if we tried

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

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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

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.

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

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

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

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

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.

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

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.

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

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.

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

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.

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.

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.

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.

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

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

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

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

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.

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

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

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.

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.

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

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 just the tool we need, everything is immediately available

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

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

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

XALT is very robust and easy to use.

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

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 easy to find all the information that you need.

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

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

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

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

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