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

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.

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.

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

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

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

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 nice solution, very useful.

XALT is very robust and easy to use.

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.

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

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

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

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

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

Gold standard in seconds.

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.

This is amazing, it really is. It is like we have leapt out of the dark ages.

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

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

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

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

A very slick application, we are very impressed.

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.

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.

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.

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

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.

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.

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

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

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

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

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

It's a nice solution, very useful.

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

This is the crème de la crème.

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

It is an excellent capability.

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

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

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

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.

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

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

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.

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

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

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.

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

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

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

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

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

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

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.

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

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.

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

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

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.

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

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.

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 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.

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.

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.