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

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.

Gold standard in seconds.

XALT is very robust and easy to use.

It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.

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

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.

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

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

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.

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

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

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.

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

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

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

This is such an exciting application.

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.

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

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

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

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

A very slick application, we are very impressed.

This is the crème de la crème.

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.

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

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

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

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.

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 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.

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.

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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.

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.

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.

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

We could not build XALT in 5 years if we tried

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.

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

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.

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

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

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.

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.

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

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.

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

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

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

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

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.

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

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

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