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

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

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.

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

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

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

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 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'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.

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

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.

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

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.

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.

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

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 has delivered revenue growth, time efficiencies and cost savings

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

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.

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.

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

Gold standard in seconds.

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

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

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.

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

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

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.

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

It's a nice solution, very useful.

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

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

The AI autogenerates sales messaging, such as the performance of strategies relative to peers, which helps us differentiate from competitors. Salespeople have access to this data so they can respond in an agile, nimble way.

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

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.

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

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

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

It is an excellent capability.

XALT is very robust and easy to use.

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

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

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

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

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

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

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

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

Arguably functionality, level of information and design is better than FE Analytics.

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

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

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.

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

A very slick application, we are very impressed.

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.

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.

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

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

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

This is the equivalent of Bloomberg for asset management sales.

It's a nice solution, very useful.

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

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.

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 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.