This is the crème de la crème.

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.

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

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

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.

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

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

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

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

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

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

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

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.

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

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 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.

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.

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.

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

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

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'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.

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.

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

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

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 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.

XALT is very robust and easy to use.

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.

A very slick application, we are very impressed.

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

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

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

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.

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

XALT is just the tool we need, everything is immediately available

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

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

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

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

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

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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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.

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.

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.

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

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

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

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.

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.

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

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

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

It is an excellent capability.

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.

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 nicely designed. Sending comparisons to clients definitely helps win assets.

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

It's a nice solution, very useful.

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

It is so fast, I originally thought it was a trick!

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.