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

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.

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

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

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

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

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

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

It's a nice solution, very useful.

This is such an exciting application.

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.

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.

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.

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.

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

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

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.

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 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 the crème de la crème.

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

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

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 fantastic. I wish I had it in the past.

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

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

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.

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.

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.

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

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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's a nice solution, very useful.

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.

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

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

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.

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.

Gold standard in seconds.

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

XALT is very robust and easy to use.

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

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 is just the tool we need, everything is immediately available

A very slick application, we are very impressed.

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

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.

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.

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

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

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.

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

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

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.