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

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

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

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

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.

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

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.

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

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

Gold standard in seconds.

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

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

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 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.

Anything that reduces interactions with Salesforce is a distinct boon.

A very slick application, we are very impressed.

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

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

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

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.

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

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.

We could not build XALT in 5 years if we tried

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

XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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.

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

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

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 has delivered revenue growth, time efficiencies and cost savings

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

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 is easy to find all the information that you need.

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.

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

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

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.

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

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.

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.

It is an excellent capability.

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.

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

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.

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

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

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

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 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.

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.

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

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

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

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

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

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

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

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

This is such an exciting application.

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.

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

This is a true sales enablement application, our sales guys love this.

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

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.

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