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.

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

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.

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.

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

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

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

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

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

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.

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.

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.

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

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.

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.

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

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.

A very slick application, we are very impressed.

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

This is such an exciting application.

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

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

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

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 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.

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

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

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

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

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

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

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.

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

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

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

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

It's a nice solution, very useful.

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

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

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.

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

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

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.

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

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.

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.

This is the equivalent of Bloomberg for asset management sales.

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.

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

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.

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

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

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.

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

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

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

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

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

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

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

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

XALT is very robust and easy to use.

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

It's a nice solution, very useful.

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.

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