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

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

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.

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 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.

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 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.

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

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.

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

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

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

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

A very slick application, we are very impressed.

XALT is very robust and easy to use.

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

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

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 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.

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.

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

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

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

It is an excellent capability.

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 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 just the tool we need, everything is immediately available

This is the crème de la crème.

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.

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.

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.

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

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

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

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

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

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

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

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.

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.

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

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

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.

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

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.

Gold standard in seconds.

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

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.

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

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

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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

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

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

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

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'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.

One tool for all product related documents. It's perfect.

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.