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

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

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

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 is just the tool we need, everything is immediately available

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

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

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 very robust and easy to use.

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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.

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

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

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

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

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

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

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.

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.

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 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.

This is such an exciting application.

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

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

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

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.

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

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.

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

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

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

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.

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.

A very slick application, we are very impressed.

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

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

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.

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 a nice solution, very useful.

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

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.

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

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

It is an excellent capability.

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

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're 1000 steps ahead of where we were thinking.

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.