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

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

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.

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

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

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.

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

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

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

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.

If I was the CEO, I would be asking my head of Distribution, "why would you not want to use 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 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 is an excellent capability.

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

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

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.

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.

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

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

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

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

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

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.

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.

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

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

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

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.

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.

A very slick application, we are very impressed.

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

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

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.

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

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 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.

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

This is such an exciting application.

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

XALT is very robust and easy to use.

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.

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.

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

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.

It's a nice solution, very useful.

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

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.

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.

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

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

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

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

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

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.

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.

This is the crème de la crème.

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

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

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.

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

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

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.