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.

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

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.

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.

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.

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.

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

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 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.

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

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

We could not build XALT in 5 years if we tried

XALT has delivered revenue growth, time efficiencies and cost savings

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

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

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

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.

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

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

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

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

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

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

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.

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

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.

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

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.

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

It's a nice solution, very useful.

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.

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

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

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

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

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

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

XALT is very robust and easy to use.

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 the equivalent of Bloomberg for asset management sales.

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

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.

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

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

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

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.

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

It's a nice solution, very useful.

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.

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

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.

A very slick application, we are very impressed.

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

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.

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

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

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

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

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.

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

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.

This is the crème de la crème.

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

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

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