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.
It is so fast, I originally thought it was a trick!
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
It is great to quickly compare our with competitor products and gives excess to all relevant information/docs. Our internal document store is a nightmare.
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's fantastic. I wish I had it in the past.
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.
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.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
We had a gap in true product intelligence, XALT fills this gap perfectly.
You're 1000 steps ahead of where we were thinking.
If I was running the team I would 100% roll this out to the entire firm.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
XALT gives me incredibly quick access to information and is a useful tool for clients.
My client needed an immediate comparison with another fund which I had not considered. Instead of waiting a day for Salesforce's turnaround, I could do this in 5 minutes within XALT
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.
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.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
This is really useful, I can build a report for a client in seconds.
It's a nice solution, very useful.
This is the equivalent of Bloomberg for asset management sales.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
Previously, the internal team would receive calls from external counterparts, requesting them to handle comparisons. It was a real nightmare, not to mention archaic. The responsibility should lie with the external parties, and this is exactly where XALT is making a significant change.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
This is a fantastic product and is used very well in our intermediary channels.
Fantastic. A really impressive piece of kit, well done.
XALT moves us ahead and shows the art of the possible.
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.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It is easy to find all the information that you need.