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.

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

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

It is an excellent capability.

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.

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

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.

A very slick application, we are very impressed.

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.

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

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

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

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 is just the tool we need, everything is immediately available

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

XALT is very robust and easy to use.

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.

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.

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

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 could not build XALT in 5 years if we tried

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

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 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.

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

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

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.

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

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

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

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.

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

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

It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.

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

This is the equivalent of Bloomberg for asset management sales.

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.

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.

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

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

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

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

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

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

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

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

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

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.

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.

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

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

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 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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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.

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

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 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.

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

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.

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.

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

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.

This is the crème de la crème.

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.