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.

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.

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 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.

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

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

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

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

A very slick application, we are very impressed.

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

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

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.

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

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

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.

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

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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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

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.

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

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

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

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.

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

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.

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

This is such an exciting application.

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

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

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

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

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.

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.

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

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.

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

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

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

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

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

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

It is an excellent capability.

XALT has delivered revenue growth, time efficiencies and cost savings

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

This is the crème de la crème.

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

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

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

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

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

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

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

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

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 easy to find all the information that you need.

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

We could not build XALT in 5 years if we tried