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.

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

We could not build XALT in 5 years if we tried

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

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

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

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

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

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

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

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.

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.

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

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

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

It's a nice solution, very useful.

The amount of information it gives you is overwhelmingly amazing. And it's beautiful.

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.

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.

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.

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 the equivalent of Bloomberg for asset management sales.

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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.

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.

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.

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

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.

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

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 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.

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.

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 is just the tool we need, everything is immediately available

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 is easy to find all the information that you need.

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

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

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

This is the crème de la crème.

XALT is very robust and easy to use.

This is such an exciting application.

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.

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

It is an excellent capability.

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

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

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

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

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

Gold standard in seconds.

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

XALT moves us ahead and shows the art of the possible.

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

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.

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.

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

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.