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.

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 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.

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

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.

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

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

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

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

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

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

It's a nice solution, very useful.

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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

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.

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.

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

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 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.

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.

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

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

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.

It's a nice solution, very useful.

A very slick application, we are very impressed.

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

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.

This is such an exciting application.

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

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.

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.

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

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

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

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

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

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

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 is just the tool we need, everything is immediately available

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

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

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

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.

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

It is an excellent capability.

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.

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

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

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

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.

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.

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

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

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.

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

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

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

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

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