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.

A very slick application, we are very impressed.

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

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 has delivered revenue growth, time efficiencies and cost savings

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

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.

It's a nice solution, very useful.

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

It's a nice solution, very useful.

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.

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

Gold standard in seconds.

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 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.

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

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

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.

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

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.

This is such an exciting application.

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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.

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

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

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.

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

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

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.

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.

We could not build XALT in 5 years if we tried

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.

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

It is an excellent capability.

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

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

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

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

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

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 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.

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

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

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

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

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.

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

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.

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.

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

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.

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

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