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

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.

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

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

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

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

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.

We could not build XALT in 5 years if we tried

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

XALT is very robust and easy to use.

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

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

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.

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.

It is an excellent capability.

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 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.

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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 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.

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

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

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

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

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.

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

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.

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.

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

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

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

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.

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

A very slick application, we are very impressed.

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

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

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

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.

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

Gold standard in seconds.

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

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

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

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.

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 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.

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

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

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 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.

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

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

This is the crème de la crème.

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

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

This is such an exciting application.

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

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.

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 has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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