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.

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.

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.

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

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.

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

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.

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

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

This is such an exciting application.

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

This is the equivalent of Bloomberg for asset management sales.

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 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.

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.

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

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.

Gold standard in seconds.

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

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.

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

It is an excellent capability.

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

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

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.

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

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

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

This is the crème de la crème.

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

A very slick application, we are very impressed.

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

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

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.

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.

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

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 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.

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 moves us ahead and shows the art of the possible.

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

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.

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.

It's a nice solution, very useful.

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.

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.

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

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

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

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

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.

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

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

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

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.

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

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

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

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.

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

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