It's a nice solution, very useful.

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

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

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

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.

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

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.

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

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.

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.

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

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.

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

XALT is very robust and easy to use.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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

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

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

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.

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

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

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

Gold standard in seconds.

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

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.

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

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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

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 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.

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

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

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

This is the crème de la crème.

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.

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.

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.

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

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.

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.

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 is just the tool we need, everything is immediately available

We could not build XALT in 5 years if we tried

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

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.

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

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.

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.

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

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 has delivered revenue growth, time efficiencies and cost savings

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

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.

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

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

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.