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

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 is an excellent capability.

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

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.

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.

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

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

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

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

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 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.

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.

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

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.

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

We could not build XALT in 5 years if we tried

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.

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

XALT is very robust and easy to use.

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 a nice solution, very useful.

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

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

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.

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

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.

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

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.

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

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.

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.

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

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

It's a nice solution, very useful.

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

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

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.

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

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.

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

It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.

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

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.

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 is easy to find all the information that you need.

This is such an exciting application.

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

This is the crème de la crème.

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

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

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.

Gold standard in seconds.

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

A very slick application, we are very impressed.

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

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

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

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

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

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

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

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

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.

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

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 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.

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 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.

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.

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

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