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.

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

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 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

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

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

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

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

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

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

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

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.

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.

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

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.

We could not build XALT in 5 years if we tried

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

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

XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.

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

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.

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

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

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.

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.

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

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

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

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

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

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

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

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

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 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'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.

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

This is the crème de la crème.

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.

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

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.

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.

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

It is an excellent capability.

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.

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.

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

A very slick application, we are very impressed.

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

Gold standard in seconds.

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.

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.

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.

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

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.

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 easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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

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

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

XALT is very robust and easy to use.

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

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.

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