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

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.

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

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

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

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

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

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

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 moves us ahead and shows the art of the possible.

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.

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

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.

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.

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

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.

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

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.

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.

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

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

It's a nice solution, very useful.

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

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

This is the crème de la crème.

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

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

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.

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

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

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

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

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

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

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

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

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 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.

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

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.

It's a nice solution, very useful.

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

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 saves time for the distribution team and is very efficient.

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

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

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

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.

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

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.

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 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.

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

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

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 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.