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.

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

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

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

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

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

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 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.

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

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

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

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

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

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

It's a nice solution, very useful.

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.

A very slick application, we are very impressed.

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 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.

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

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.

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.

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

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.

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

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

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.

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.

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

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.

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

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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.

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 easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

This is such an exciting application.

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

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.

We could not build XALT in 5 years if we tried

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

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

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 is an excellent capability.

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

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

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.

XALT is very robust and easy to use.

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

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