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

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.

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.

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

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.

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.

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

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

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

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

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

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

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.

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.

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.

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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.

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

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.

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 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.

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

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

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 so fast, I originally thought it was a trick!

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.

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.

Gold standard in seconds.

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

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.

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

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.

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

XALT moves us ahead and shows the art of the possible.

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

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.

XALT is very robust and easy to use.

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

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

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

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

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

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

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.

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.

This is such an exciting application.

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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

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.

It's a nice solution, very useful.

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

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

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

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

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.

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.