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.

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

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.

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

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

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

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 very robust and easy to use.

It's a nice solution, very useful.

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.

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

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.

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.

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

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

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

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

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

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

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

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.

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

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

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.

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.

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

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.

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

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.

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

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

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.

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

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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

This is such an exciting application.

It's a nice solution, very useful.

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

We could not build XALT in 5 years if we tried

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

This is the crème de la crème.

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 saves time for the distribution team and is very efficient.

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.

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

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

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

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

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

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

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.

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

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

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

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.

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

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

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.