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 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.

It's a nice solution, very useful.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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 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 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.

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.

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

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

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

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

This is such an exciting application.

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.

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

This is the crème de la crème.

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

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.

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 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.

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.

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

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

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.

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.

Gold standard in seconds.

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

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

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

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

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

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.

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

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.

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

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

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.

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

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

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

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

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

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

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.

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

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

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

XALT is very robust and easy to use.

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.

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

We could not build XALT in 5 years if we tried

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

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.

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

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

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 is easy to find all the information that you need.

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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