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.

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

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

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

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

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

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

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

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 very robust and easy to use.

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 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.

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 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.

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.

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

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.

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

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

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

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.

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

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.

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.

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.

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.

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

This is the equivalent of Bloomberg for asset management sales.

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.

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

This is such an exciting application.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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 is easy to find all the information that you need.

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

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 has delivered revenue growth, time efficiencies and cost savings

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.

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.

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.

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.

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.

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

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

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

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

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.

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.

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

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

It's a nice solution, very useful.

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

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

This is the crème de la crème.

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

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

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

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

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

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

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

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.

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.

It is an excellent capability.

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.