Fed up losing sales due to delayed and generic fund insights?

Stop missing your opportunity to win.

Start standing out from the crowd by generating relevant and actionable insights at point of sale.

"XALT lets me give each client, regardless of size, the gold standard of personalised service without extra work. We've become true knowledge partners"

Head of US Intermediaries

Storytelling templates right at your fingertips

  • Beautiful insights that look nothing like your competitors'
  • Controlled flexibility to tailor the insights precisely for each of your clients
  • Deliver direct answers to direct questions
  • Liberate yourself from manual delays. No more searching inboxes and chasing internal analysts for reports. Have everything available at your fingertips
  • Effortlessly engage clients with highly relevant, hyper-personalised insights that make your competitors look like a glorified content delivery system

SalesAI-driven "smart nudges"

  • Use advanced AI to identify the right product for the right client at the right time
  • Automatic tracking of clients' holdings and interests against your fund offerings and peers
  • Flagging to you when to take action
  • Prevent redemptions, increase holding duration, and effortlessly cross-sell to grow your net new assets

Banish "Admin Fridays"

  • All your activity is automatically synced back to the CRM so you can focus less on the paperwork and more on your clients

Ready to increase your number of engagements, build stronger client relations, and win more assets?

Ready to see XALT in action?