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

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

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

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

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

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.

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

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.

XALT is very robust and easy to use.

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

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.

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

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 a nice solution, very useful.

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.

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.

This is such an exciting application.

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

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

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

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

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

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

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.

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.

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

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.

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

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.

A very slick application, we are very impressed.

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

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

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

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.

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 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.

This is the crème de la crème.

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

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

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

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.

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.

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.

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 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.

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 a nice solution, very useful.

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

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 just the tool we need, everything is immediately available

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

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

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

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

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

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.

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.

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

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

It is an excellent capability.