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.

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

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

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

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.

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

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

It's a nice solution, very useful.

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

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

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.

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

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.

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.

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

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

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

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

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 fantastic. I wish I had it in the past.

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 the equivalent of Bloomberg for asset management sales.

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.

The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.

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.

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.

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 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.

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

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

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 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.

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

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

This is such an exciting application.

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

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.

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

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.

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

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

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

We could not build XALT in 5 years if we tried

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.

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

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.

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

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.

XALT has delivered revenue growth, time efficiencies and cost savings

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

XALT is very robust and easy to use.

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.

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.

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

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

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

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

It's a nice solution, very useful.

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 just the tool we need, everything is immediately available

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.

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

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

A very slick application, we are very impressed.

XALT moves us ahead and shows the art of the possible.

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

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

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.

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

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

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.

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