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.

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

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

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

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

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 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.

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.

Gold standard in seconds.

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.

We could not build XALT in 5 years if we tried

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.

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

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.

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.

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.

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

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

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

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

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.

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

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

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

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.

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

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.

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

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

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.

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.

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

It's a nice solution, very useful.

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

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.

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.

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.

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'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.

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

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.

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

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.

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

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

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

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

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

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 is an excellent capability.

It's a nice solution, very useful.

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.

A very slick application, we are very impressed.

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

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

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.

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

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

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

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

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