This is such an exciting application.

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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 is easy to find all the information that you need.

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 very robust and easy to use.

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

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

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

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

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

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.

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.

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.

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

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.

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

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

This is the crème de la crème.

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

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 saves time for the distribution team and is very efficient.

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

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

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

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

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

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.

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

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

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.

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

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

It's a nice solution, very useful.

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

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.

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

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.

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

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

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.

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 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 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.

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.

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.

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 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.

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

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 delivered revenue growth, time efficiencies and cost savings

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.

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

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

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

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

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

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

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

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

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.