Gold standard in seconds.

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

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

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.

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

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.

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.

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

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

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.

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

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

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

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.

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.

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

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

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.

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

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

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

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.

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 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.

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

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

We could not build XALT in 5 years if we tried

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

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

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.

This is the crème de la crème.

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

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.

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

It's a nice solution, very useful.

Anything that reduces interactions with Salesforce is a distinct boon.

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

It is an excellent capability.

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

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.

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

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.

A very slick application, we are very impressed.

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

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.

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 easy to find all the information that you need.

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

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.

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

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

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

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

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

This is the equivalent of Bloomberg for asset management sales.

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.

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