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

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

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

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

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

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.

This is the crème de la crème.

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.

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.

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

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

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

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

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.

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

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

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

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

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.

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.

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

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

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

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

The one stop shop is great; self serve is really useful; it's a really great system.

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 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 moves us ahead and shows the art of the possible.

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

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

XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.

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.

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.

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.

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

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 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.

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

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.

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

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

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.

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

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

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.

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.

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

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

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.

A very slick application, we are very impressed.

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

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

XALT is very robust and easy to use.

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

It's a nice solution, very useful.

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.

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

It's a nice solution, very 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.

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

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

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

Arguably functionality, level of information and design is better than FE Analytics.

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

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.