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

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.

It's a nice solution, very useful.

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.

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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.

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

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

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

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.

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

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

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.

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.

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

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

It is an excellent capability.

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

This is such an exciting application.

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

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

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

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.

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

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

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

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

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

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'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.

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.

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

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

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.

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

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

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

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.

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.

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 the equivalent of Bloomberg for asset management sales.

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

A very slick application, we are very impressed.

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.

XALT is easy to navigate and quick, it is an improved version of the existing tools we have. XALT helps me build a deal win pitches.

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

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.

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

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.

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 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.

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

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

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

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

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.

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

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

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 nice solution, very useful.

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

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

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

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.