Don't Just Take Our Word For It
"At JOHCM we're on a significant journey of change. XALT is one of our key behavioural enablers, helping our sales teams respond to client requests faster, and with greater insight, by having the power of this technology at their fingertips."

"XALT enabled us to move beyond analytics. We have one place to bundle all the tools and resources supporting our selling system. That, combined with the key insights to engage an advisor, means we now deliver a much shorter sales cycle."

"XALT helps our sales team identify better sales angles, and share those quickly and easily in clear, digestible ways - improving significantly their ability to come up with ideas on how to sell our products, and communicate our story and investment value to our clients."

"The XALT team's "sales IQ" helped a lot. It wasn't like you were talking to a technology vendor who's never spent time at the point of sale. As a result, we were able to move very quickly and that's pretty unique in our vendor experience."

"XALT gives us a better, shorter, and more dynamic way to deliver analytics than ever before. It has everything we need at the point of sale."

"This is how one of our top producers talks about XALT: “When the client asks for something that I haven't prepared, I don't have to reschedule the meeting. I don't have to come back to them. I don't have to send an email. I can show them right there."

"As a vendor experience, the XALT team has been extremely easy to work with. Their willingness to meet with so many of our internal stakeholders - the product team, the compliance team, the legal team - meant we saw one of the fastest executions from start-to-finish."

"XALT helps us deliver our core strategic change of increased sales cadence - more significant client interactions, swifter follow-up and delivery of client-focused solutions, as well as more time for targeted, informed prospecting."

"The XALT team is always super-responsive to our feedback and the early ideas we have about how the platform can work even better for us. I'm always impressed when our scribbles and diagrams are turned into a smart new feature so quickly!"

Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
All product specific docs in one place. I love it.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
The integrations are a winner and this is exactly how a sales person should be operating these days.
The one stop shop is great; self serve is really useful; it's a really great system.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
It is easy to find all the information that you need.
It saves time for the distribution team and is very efficient.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
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.
XALT is just the tool we need, everything is immediately available
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 is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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 such an exciting application.
This is really useful, I can build a report for a client in seconds.
It's cheap! It should be closer to $15k per person.
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.
Arguably functionality, level of information and design is better than FE Analytics.
Fantastic. A really impressive piece of kit, well done.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
We could not build XALT in 5 years if we tried
You're 1000 steps ahead of where we were thinking.
This is a true sales enablement application, our sales guys love this.
It is an excellent capability.