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 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 nicely designed. Sending comparisons to clients definitely helps win assets.

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.

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

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

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

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

A very slick application, we are very impressed.

Anything that reduces interactions with Salesforce is a distinct boon.

XALT has delivered revenue growth, time efficiencies and cost savings

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 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.

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

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.

This is such an exciting application.

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.

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

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.

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

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.

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.

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.

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

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

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

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 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.

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

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.

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

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.

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

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

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.

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

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

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 fantastic. I wish I had it in the past.

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

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

It's a nice solution, very useful.

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.

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

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

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

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

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

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 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.

We could not build XALT in 5 years if we tried

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 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.

It's a nice solution, very useful.

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.

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.

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

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

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

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