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.

This is the crème de la crème.

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.

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.

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

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 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.

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

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

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.

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

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.

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

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

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.

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 has delivered revenue growth, time efficiencies and cost savings

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.

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

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

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

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

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

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 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.

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

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

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

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

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.

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

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

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

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 such an exciting application.

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

XALT is very robust and easy to use.

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

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

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

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.

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.

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

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

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

It's a nice solution, very useful.

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

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

It is an excellent capability.

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.

This is the equivalent of Bloomberg for asset management sales.

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

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.

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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.

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

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

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

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

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

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.

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.