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!"

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.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
This is such an exciting application.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is really useful, I can build a report for a client in seconds.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
This is a fantastic product and is used very well in our intermediary channels.
It's cheap! It should be closer to $15k per person.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
All product specific docs in one place. I love it.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
Arguably functionality, level of information and design is better than FE Analytics.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
If I was running the team I would 100% roll this out to the entire firm.
XALT is very robust and easy to use.
It's fantastic. I wish I had it in the past.
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.
This is the equivalent of Bloomberg for asset management sales.
Gold standard in seconds.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
It's a nice solution, very useful.
XALT has delivered revenue growth, time efficiencies and cost savings
The integrations are a winner and this is exactly how a sales person should be operating these days.