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

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

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.

This is such an exciting application.

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

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

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

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

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.

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

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.

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

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.

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

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.

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 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 is easy to find all the information that you need.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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

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

Gold standard in seconds.

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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

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

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.

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

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

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.

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

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

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

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.

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

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

It's a nice solution, very useful.

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

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.

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 just the tool we need, everything is immediately available

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

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.

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

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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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.

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

We could not build XALT in 5 years if we tried

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.

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

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.

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

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

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.

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.

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

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.