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!"

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.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
XALT has delivered revenue growth, time efficiencies and cost savings
It's the holy grail of what we've been looking for. XALT is a very impressive product.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
Outsourcing rather than building it ourselves has been a huge win for us.
It is an excellent capability.
XALT is the best tool we have access to internally. It's so easy and user friendly.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
We use XALT to accelerate our sales cycle instead of catching the advisor out in the bear trap and then slowing down by saying I'll send you something which gives them a chance to escape.
It's fantastic. I wish I had it in the past.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It saves time for the distribution team and is very efficient.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
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
XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
I see why sales jump all over this, it's a great tool.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
The integrations are a winner and this is exactly how a sales person should be operating these days.
XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
Fantastic. A really impressive piece of kit, well done.
It's cheap! It should be closer to $15k per person.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.