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 ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
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
This is the crème de la crème.
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.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
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.
If I was running the team I would 100% roll this out to the entire firm.
It is an excellent capability.
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.
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.
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.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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's nicely designed. Sending comparisons to clients definitely helps win assets.
It is easy to find all the information that you need.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
It's a nice solution, very useful.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
A very slick application, we are very impressed.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
This is really useful, I can build a report for a client in seconds.
Arguably functionality, level of information and design is better than FE Analytics.
We could not build XALT in 5 years if we tried
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT has delivered revenue growth, time efficiencies and cost savings
All product specific docs in one place. I love it.