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

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.

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

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

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.

A very slick application, we are very impressed.

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.

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

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

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

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

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.

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.

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

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

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

It is easy to find all the information that you need.

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.

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

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

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.

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.

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 such an exciting application.

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.

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

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

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

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

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.

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.

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

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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.

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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 the crème de la crème.

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

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

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

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

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

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

We could not build XALT in 5 years if we tried

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.

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

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

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.

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.

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 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.