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!"

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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT moves us ahead and shows the art of the possible.
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 just the tool we need, everything is immediately available
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's fantastic. I wish I had it in the past.
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.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
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.
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.
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.
We could not build XALT in 5 years if we tried
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
This is the equivalent of Bloomberg for asset management sales.
We had a gap in true product intelligence, XALT fills this gap perfectly.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It's nicely designed. Sending comparisons to clients definitely helps win assets.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
Arguably functionality, level of information and design is better than FE Analytics.
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
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.
Fantastic. A really impressive piece of kit, well done.
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.
Gold standard in seconds.
You're 1000 steps ahead of where we were thinking.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
It is easy to find all the information that you need.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.