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

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.

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.

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.

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.

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

Gold standard in seconds.

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

XALT is an amazing tool. It is wonderful to have everything accessible in one place.

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

It's a nice solution, very useful.

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.

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.

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

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.

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

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

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

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

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.

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.

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

This is a true sales enablement application, our sales guys love this.

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 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.

This is the equivalent of Bloomberg for asset management sales.

A very slick application, we are very impressed.

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

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.

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.

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.

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 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.

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 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.

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

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 fantastic. I wish I had it in the past.

It is an excellent capability.

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

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.

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

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

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.

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 moves us ahead and shows the art of the possible.

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

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.

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

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

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

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

We could not build XALT in 5 years if we tried

This is the crème de la crème.

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

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

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

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

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

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

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

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

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

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

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

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

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 such an exciting application.