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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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.

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.

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

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.

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.

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

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

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

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

It's a nice solution, very useful.

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.

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

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

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.

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

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

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

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

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

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 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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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.

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

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

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 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.

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

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.

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.

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

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 is very robust and easy to use.

I'm really impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.

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.

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

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

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

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.

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

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.

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

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

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.

A very slick application, we are very impressed.

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

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.

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

It's a nice solution, very useful.

This is the equivalent of Bloomberg for asset management sales.

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.

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.

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

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

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.

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

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

You're 1000 steps ahead of where we were thinking.

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