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.

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

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 moves us ahead and shows the art of the possible.

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 is an excellent capability.

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

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 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.

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

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

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 is just the tool we need, everything is immediately available

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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

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

This is such an exciting application.

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

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 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.

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.

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

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

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

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.

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.

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

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 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.

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 easy to find all the information that you need.

XALT is very robust and easy to use.

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.

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

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.

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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

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

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.

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

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

All product specific docs in one place. I love 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.

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

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

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

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.

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.

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.

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

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

It's a nice solution, very useful.

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.

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

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

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

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