It is an excellent capability.

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

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

We could not build XALT in 5 years if we tried

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 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 fantastic. I wish I had it in the past.

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

It's a nice solution, very useful.

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.

Gold standard in seconds.

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.

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

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.

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

This is such an exciting application.

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

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

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 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.

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.

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

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

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

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

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

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

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.

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

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

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

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

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.

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

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

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

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

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

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.

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

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

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

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

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

It's a nice solution, very useful.

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

XALT is very robust and easy to use.

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.

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

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

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'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.

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

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.

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

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.

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

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

A very slick application, we are very impressed.

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.

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

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.