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 is easy to find all the information that you need.

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

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.

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

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

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

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

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

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.

Gold standard in seconds.

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

It is an excellent capability.

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

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

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

This is such an exciting application.

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

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

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

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

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

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

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

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

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

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

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 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.

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.

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

Anything that reduces interactions with Salesforce is a distinct boon.

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

This is the equivalent of Bloomberg for asset management sales.

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.

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.

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

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 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.

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 moves us ahead and shows the art of the possible.

XALT is very robust and easy to use.

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

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.

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 impressed at the speed of delivery. The level of service and expertise that XALT has provided to us is beyond what we expected.

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

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

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.

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

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.

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

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.

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.

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.

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.

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

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

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

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.

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

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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