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!"

I see why sales jump all over this, it's a great tool.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
Fantastic. A really impressive piece of kit, well done.
One tool for all product related documents. It's perfect.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
This is a true sales enablement application, our sales guys love this.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
A very slick application, we are very impressed.
All product specific docs in one place. I love it.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Arguably functionality, level of information and design is better than FE Analytics.
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.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
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.
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.
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
It's a nice solution, very useful.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
This is really useful, I can build a report for a client in seconds.
It is easy to find all the information that you need.
XALT is fantastic for my work. You can see a quick overview of which sectors are overweight, the heatmap breakdowns are brilliant and the new duration templates are just what we needed.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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 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.
We could not build XALT in 5 years if we tried
When I first saw it, it really knocked my socks off. Then I saw the Artificial Intelligence and the data visualisation - we could never build it internally because we know how long it takes to build something this masterful.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
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.
XALT gives me incredibly quick access to information and is a useful tool for clients.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.