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

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.

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

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

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.

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.

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

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.

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

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 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 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.

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

It's a nice solution, very useful.

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

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.

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.

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

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

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

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

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 is an excellent capability.

Anything that reduces interactions with Salesforce is a distinct boon.

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.

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'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.

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

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.

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

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

Gold standard in seconds.

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.

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

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.

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'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.

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.

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

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

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.

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

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

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

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

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

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

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 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.

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.

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

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

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.

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

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 is very robust and easy to use.

This is the crème de la crème.

This is such an exciting application.

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

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

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

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.

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

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.

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

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

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 moves us ahead and shows the art of the possible.

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