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

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 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.

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.

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.

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

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

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

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.

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

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

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 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.

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's a nice solution, very useful.

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

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

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

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

It's a nice solution, very useful.

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

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.

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.

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

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.

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

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.

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

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

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

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

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.

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

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

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

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

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.

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

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

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

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.

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

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

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.

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

This is the equivalent of Bloomberg for asset management sales.

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.

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

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.

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

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

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

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

XALT has delivered revenue growth, time efficiencies and cost savings

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.

This is the crème de la crème.

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

This is such an exciting application.

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

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

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.

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.

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.

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