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

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.

Gold standard in seconds.

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.

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.

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.

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 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.

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.

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

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

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 very robust and easy to use.

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

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.

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

We could not build XALT in 5 years if we tried

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

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

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.

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

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

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

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.

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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.

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

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

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

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.

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 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.

This is such an exciting application.

It's a nice solution, very useful.

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

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

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

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.

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

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.

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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 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.

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

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 saves time for the distribution team and is very efficient.

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

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

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

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 great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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

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

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.