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

Gold standard in seconds.

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 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.

This is such an exciting application.

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

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.

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

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

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 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 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

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

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

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

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

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

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

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 moves us ahead and shows the art of the possible.

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

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

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

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

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

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

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 equivalent of Bloomberg for asset management sales.

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.

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

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.

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

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

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

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

This is the crème de la crème.

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.

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

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

XALT is very robust and easy to use.

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.

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

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

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.

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

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.

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.

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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.

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

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

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.

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

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

A very slick application, we are very impressed.

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