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

A very slick application, we are very impressed.

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.

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

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

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

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

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.

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.

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

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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.

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 a nice solution, very useful.

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

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.

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

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.

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.

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

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

It's a nice solution, very useful.

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

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

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

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.

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

XALT is very robust and easy to use.

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.

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

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

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 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.

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.

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

This is such an exciting application.

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.

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

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

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

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

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

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.

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

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.

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.

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

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

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

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

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

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

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

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.

This is the crème de la crème.

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

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

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

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

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.

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.

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