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

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

This is the crème de la crème.

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

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

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

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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

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

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.

We could not build XALT in 5 years if we tried

This is such an exciting application.

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

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.

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

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.

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

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

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

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

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.

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

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 fantastic. I wish I had it in the past.

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

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'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.

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

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's a nice solution, very useful.

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

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

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.

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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

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

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.

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

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

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 just the tool we need, everything is immediately available

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

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 has delivered revenue growth, time efficiencies and cost savings

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

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.

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 a nice solution, very useful.

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

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.

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

Outsourcing rather than building it ourselves has been a huge win for us.

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

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.

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

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

XALT is very robust and easy to use.

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.

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