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.

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

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

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

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

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

This is the crème de la crème.

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.

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.

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

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

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

It is an excellent capability.

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

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

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

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

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.

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.

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

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

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

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

XALT is very robust and easy to use.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

A very slick application, we are very impressed.

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

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

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

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

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

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.

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

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

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

This is such an exciting application.

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 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.

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.

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

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

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

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

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

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 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'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.

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's a nice solution, very useful.

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.

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.

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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 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.