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

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.

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

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

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.

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.

A very slick application, we are very impressed.

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

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

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 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?!"

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

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

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.

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.

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

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

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 the equivalent of Bloomberg for asset management sales.

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

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.

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

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.

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

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.

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

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

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.

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.

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

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

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

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.

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

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.

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

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.

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

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

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

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

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.

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

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

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

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.

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

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

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

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

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

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

XALT has delivered revenue growth, time efficiencies and cost savings

It is an excellent capability.

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 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.

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 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.

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

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

XALT is very robust and easy to use.

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

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 fantastic. I wish I had it in the past.