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

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

A very slick application, we are very impressed.

Head of UK Sales
$700B AUM

I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.

Client Relationship Manager
$2.5T Asset Manager

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.

Client Relationship Manager
Global Investment Managers

The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.

Business Development Manager
Insurer Owned Asset Manager

It's a nice solution, very useful.

Head of Wholesale & Distribution France
Boutique Asset Manager

Outsourcing rather than building it ourselves has been a huge win for us.

Business Distribution
$5T AUM

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.

Global Head of Front Office Technology
ESG-Focused $700B Asset Manager

This is the crème de la crème.

Head of UK Wholesale
Insurer Owned 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

XALT is very robust and easy to use.

Head of Distribution EMEA
$400B 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

XALT has delivered revenue growth, time efficiencies and cost savings

Asset Manager
Global Investment Firm

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

ETF Sales Manager Wealth Management
Global Asset Manager

I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.

Global Distribution Strategic Capabilities Director
US Based Global Asset Manager

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.

Head of Internals
Global Financial Investment Managers

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

Product Specialist
Global Investment Managers

It's fantastic. I wish I had it in the past.

Head of Sales
Swiss Asset Manager

I really love XALT, it's really easy to use, it's got what I need and is easy to use on the fly. My favourite chart is the three year rolling returns chart. SalesAI makes it easy to understand what I need to say to my clients and what will help drive sales. I love it.

Head of Internals
Global Financial Investment Managers

It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.

Global Head of Analytics
Insurer Owned Asset Manager

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.

Director
Global Asset Manager

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

XALT is an amazing tool. It is wonderful to have everything accessible in one place.

Investment Strategist - US Private Wealth
Global Financial Investment Managers

It's actually realtime data, not monthly. It's simply excellent.

UK Sales Director
$5T AUM

XALT is just the tool we need, everything is immediately available

Investment Strategist
Global Financial Investment Managers

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.

Product Specialist
$2.5T Asset Manager

XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.

Head of Sales Enablement
Global Asset Manager

The one stop shop is great; self serve is really useful; it's a really great system.

Head of Global Analytics Development
Insurer Owned Asset Manager

Anything that reduces interactions with Salesforce is a distinct boon.

Head of UK Client Group
$120bn UK Asset Manager

All product specific docs in one place. I love it.

ETF Sales
Global 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

XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.

Asset Manager
Global Financial Investment Management

This is such an exciting application.

Head of Global Marketing Services and Digital Experience
$1T Asset Manager

It's a great way to see our flows in the market. It's a massive benefit, straight away.

Head of Sales Enablement
$2.5T Asset Manager

It's the holy grail of what we've been looking for. XALT is a very impressive product.

Chief Technology Officer
European Asset Manager

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.

Sales Director
$120bn UK / Intl Asset Manager