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

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.

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.

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.

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

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.

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 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.

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

It's a nice solution, very useful.

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.

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 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 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.

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

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

It is an excellent capability.

It's a nice solution, very useful.

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

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

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

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

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'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 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 easy to find all the information that you need.

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.

This is the equivalent of Bloomberg for asset management sales.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

We could not build XALT in 5 years if we tried

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

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

This is amazing, it really is. It is like we have leapt out of the dark ages.

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

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.

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

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

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

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.

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

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.

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

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

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.

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

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.

A very slick application, we are very impressed.

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.

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

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 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.

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 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.

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

This is such an exciting application.

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

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

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

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 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 impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.

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

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