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.

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

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

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

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

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

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.

This is the equivalent of Bloomberg for asset management sales.

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 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.

This is the crème de la crème.

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

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.

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.

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

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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

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

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

This is such an exciting application.

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.

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

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

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

A very slick application, we are very impressed.

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

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

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

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.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

It's a nice solution, very useful.

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.

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

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

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

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.

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

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

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

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 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.

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

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

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.

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

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 saves time for the distribution team and is very efficient.

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

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

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

XALT is very robust and easy to use.

It's the holy grail of what we've been looking for. XALT is a very impressive product.

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 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 is easy to find all the information that you need.

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

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.

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

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.

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

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.