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."

TJ Voskamp
TJ Voskamp
Head of Distribution

"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."

Tim Hill
Tim Hill
Senior Managing Director

"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."

Justin Eede
Justin Eede
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Brandon Miller
Brandon Miller
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Ken Burd
Ken Burd
Managing Director

"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."

Gavin White
Gavin White
Head of UK Intermediary Sales

"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!"

Jon Rudling
Jon Rudling
Distribution Business Manager

The integrations are a winner and this is exactly how a sales person should be operating these days.

Sales Manager
South African Asset Manager

XALT has delivered revenue growth, time efficiencies and cost savings

Asset Manager
Global Investment Firm

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

Asset Manager
Global Financial Investment Managers

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

Market Strategist
Global Investment Managers

A very slick application, we are very impressed.

Head of UK Sales
$700B AUM

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.

SVP, Financial Services Practice Lead
German Asset Manager

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.

Product Specialist
$2.5T Asset Manager

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.

Head of Sales
European Asset Manager

We had a gap in true product intelligence, XALT fills this gap perfectly.

Product Specialist
Global Investment Managers

It looks like an incredibly useful tool, I can fully see why people are enamoured by it.

Asset Manager
Global Investment Managers

XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.

Global Head of Business Transformation
$1T Asset Manager

It primarily serves as a sales enablement tool. However, its equally important role lies in enhancing collaboration between investment teams and sales, fostering a more consistent approach to distributing product-related information.

Asset Manager
Global Investment Firm

It is easy to find all the information that you need.

ETF Sales Manager Wealth Management
Global Asset Manager

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.

Business Transformation VP
$1T Asset Manager

It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.

ETF Investment Strategist
ESG-Focused $700B Asset Manager

If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"

Head of Global Client Segments
ESG-Focused $700B Asset Manager

This is amazing, it really is. It is like we have leapt out of the dark ages.

Product Specialist
Top 5 UK Asset Managers

One tool for all product related documents. It's perfect.

ETF Sales Manager
Global Asset Manager

I see why sales jump all over this, it's a great tool.

Digital Marketing Manager
International Asset Manager

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.

Asset Manager
Top 3 Global Asset Manager

It's cheap! It should be closer to $15k per person.

Head of UK Sales
Multi-Asset Asset Manager

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.

Head of Investor Relations
ESG-Focused $700B Asset Manager

This is a fantastic product and is used very well in our intermediary channels.

Head of Digital Alignment
US Asset Manager

This is really useful, I can build a report for a client in seconds.

Head of Iberia, Latin America and US Offshore
$2.5T Asset Manager

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.

Sales
Global Asset Manager

The bond holdings chart came in very handy. I was able to answer the client’s question straightaway

Salesperson
Global Financial Investment Managers

We could not build XALT in 5 years if we tried

Investment Strategist
Global Financial Investment Managers

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.

Head of Sales Europe
$700B AUM

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.

Asset Manager
Global Asset Manager

XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.

Asset Manager
£342B AuM

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

Business Development Manager
Insurer Owned Asset Manager

Anything that reduces interactions with Salesforce is a distinct boon.

Head of UK Client Group
$120bn UK Asset Manager

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.

Market Strategist
Leading Global Asset Manager

If we weren't already paying for it, I would happily pay for XALT out of my bonus.

Head of Sales Europe
$700B AUM

Gold standard in seconds.

Product Specialist
Top 5 UK Asset Managers

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

Global Head of Asset Manager Marketing
Major US Asset Manager