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

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.

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

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.

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

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.

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.

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.

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

It is an excellent capability.

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

This is the crème de la crème.

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

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

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.

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

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

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

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

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

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

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

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.

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 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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

Fantastic. A really impressive piece of kit, well done.

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

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

A very slick application, we are very impressed.

XALT is very robust and easy to use.

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'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.

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

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.

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.

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

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

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.

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

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

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

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.

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 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.

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

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.

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.

This is the equivalent of Bloomberg for asset management sales.

It's a nice solution, very useful.

This is such an exciting application.

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

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

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

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

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

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

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

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.

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

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

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

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