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

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

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

A very slick application, we are very impressed.

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

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

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

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.

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.

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

We could not build XALT in 5 years if we tried

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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

This is such an exciting application.

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

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

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

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

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 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.

It's a nice solution, very useful.

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

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

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

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 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.

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.

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.

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

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.

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

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

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.

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.

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

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

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.

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.

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

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

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 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.

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 the crème de la crème.

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 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 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're 1000 steps ahead of where we were thinking.

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

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 is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.

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

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.

Gold standard in seconds.

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.

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 moves us ahead and shows the art of the possible.

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

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

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

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