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 a great way to see our flows in the market. It's a massive benefit, straight away.
XALT is just the tool we need, everything is immediately available
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 integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
You're 1000 steps ahead of where we were thinking.
XALT is extremely flexible. The ability to change the colours in bar charts and the ability to use different start and end dates on reports is fantastic. This took much longer before XALT.
It is an excellent capability.
This is the equivalent of Bloomberg for asset management sales.
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.
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'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.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
It is so fast, I originally thought it was a trick!
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.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
This is a fantastic product and is used very well in our intermediary channels.
Outsourcing rather than building it ourselves has been a huge win for us.
This is amazing, it really is. It is like we have leapt out of the dark ages.
One tool for all product related documents. It's perfect.
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.
It saves time for the distribution team and is very efficient.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
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.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
XALT gives me incredibly quick access to information and is a useful tool for clients.
It's nicely designed. Sending comparisons to clients definitely helps win assets.