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 fantastic. I wish I had it in the past.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
XALT helps the team communicate and augment their own intelligence, so they can sell better. It's useful for client engagement, experience and winning business… A sales guy understanding, sourcing, finding, collecting, getting all this together is difficult. This allows us to scale with the limited resources that we have.
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.
We had a gap in true product intelligence, XALT fills this gap perfectly.
I see why sales jump all over this, it's a great tool.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
When I first saw XALT I was like "oh my god we could do with something like that!"
XALT gives me incredibly quick access to information and is a useful tool for clients.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
XALT moves us ahead and shows the art of the possible.
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.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
The integrations are a winner and this is exactly how a sales person should be operating these days.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
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 a great way to see our flows in the market. It's a massive benefit, straight away.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
This is such an exciting application.
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
All product specific docs in one place. I love it.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
XALT is just the tool we need, everything is immediately available
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.
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.
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 is an excellent capability.