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

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

This is the equivalent of Bloomberg for asset management sales.

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.

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

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

Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.

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

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

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

This is the crème de la crème.

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.

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.

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

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

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.

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

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

We could not build XALT in 5 years if we tried

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.

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 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.

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.

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.

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

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.

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

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 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.

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

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.

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

The one stop shop is great; self serve is really useful; it's a really great system.

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

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.

It's a nice solution, very useful.

It's a nice solution, very useful.

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.

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.

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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 so fast, I originally thought it was a trick!

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

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.

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.

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

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

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

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

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

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

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

This is a fantastic product and is used very well in our intermediary channels.

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

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

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

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

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

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.

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 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.

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.

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