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 such an exciting application.

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

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

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

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

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.

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

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

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

XALT is very robust and easy to use.

This is the equivalent of Bloomberg for asset management sales.

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 saves time for the distribution team and is very efficient.

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

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

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.

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

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

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

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.

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

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 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.

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

This is the crème de la crème.

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

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.

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.

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.

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

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

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

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.

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.

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

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

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

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

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

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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

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

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.

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

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

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.

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

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.

It's a nice solution, very useful.

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

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

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

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

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.

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

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.

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.

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.