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

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

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

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

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

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

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

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

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

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.

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 XALT I was like "oh my god we could do with something like that!"

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

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.

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.

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.

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

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.

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

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

Gold standard in seconds.

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

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 very robust and easy to use.

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 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.

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

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

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.

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.

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'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.

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 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.

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.

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

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

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.

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

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

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.

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

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

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

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

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

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

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

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

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

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

It is an excellent capability.

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 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.

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

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

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

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

It's a nice solution, very useful.

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

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.

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 is easy to find all the information that you need.

This is such an exciting application.