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.

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.

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

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

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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

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

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

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

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.

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

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

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

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.

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

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

We could not build XALT in 5 years if we tried

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.

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.

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

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

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.

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 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.

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.

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

It's a nice solution, very useful.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

Gold standard in seconds.

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

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.

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

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

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

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

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

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

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.

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

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

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

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.

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

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

It is an excellent capability.

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

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 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.

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

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

A very slick application, we are very impressed.

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.

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.

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.