Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

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.

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

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

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

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

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

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

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.

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 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 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.

It's a nice solution, very useful.

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

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.

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

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.

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

XALT is very robust and easy to use.

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

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.

This is the equivalent of Bloomberg for asset management sales.

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

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.

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

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

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

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.

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

This is the crème de la crème.

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.

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

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

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

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 moves us ahead and shows the art of the possible.

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.

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

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 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.

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

Gold standard in seconds.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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.

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.

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

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.

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

We could not build XALT in 5 years if we tried

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

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

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.

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 a nice solution, very useful.

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

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

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

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 an excellent capability.

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

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

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.