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.

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 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.

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.

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

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

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.

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

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.

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

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

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

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

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

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

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

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

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

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

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.

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.

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

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

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

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.

We could not build XALT in 5 years if we tried

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

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.

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

This is the crème de la crème.

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

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

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

Gold standard in seconds.

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

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.

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

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.

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

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.

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

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

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.

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

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.

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.

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

This is the equivalent of Bloomberg for asset management sales.

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.

It's a nice solution, very useful.

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

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

A very slick application, we are very impressed.

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

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

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.

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

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 is an excellent capability.

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

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

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.