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 nice solution, very useful.
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.
This is the crème de la crème.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
XALT is just the tool we need, everything is immediately available
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
One tool for all product related documents. It's perfect.
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.
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.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
This is really useful, I can build a report for a client in seconds.
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
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
It saves time for the distribution team and is very efficient.
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.
This is the equivalent of Bloomberg for asset management sales.
It is easy to find all the information that you need.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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
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.
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.
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.
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.
Gold standard in seconds.
It's cheap! It should be closer to $15k per person.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Outsourcing rather than building it ourselves has been a huge win for us.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.