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

We could not build XALT in 5 years if we tried

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.

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.

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

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

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.

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

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

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.

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

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

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

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.

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.

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

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.

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.

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

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 a nice solution, very useful.

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

This is the equivalent of Bloomberg for asset management sales.

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.

A very slick application, we are very impressed.

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.

It had all the data on our funds and competitors from the initial demo. It is extremely powerful.

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.

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 has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

It's a nice solution, very useful.

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.

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

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

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

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

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.

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

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

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

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

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.

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 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 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 an excellent capability.

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

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

XALT is very robust and easy to use.

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.

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.

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

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

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

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

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

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

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

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.

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.

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

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.

It's nicely designed. Sending comparisons to clients definitely helps win assets.

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