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."

TJ Voskamp
TJ Voskamp
Head of Distribution

"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."

Tim Hill
Tim Hill
Senior Managing Director

"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."

Justin Eede
Justin Eede
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Brandon Miller
Brandon Miller
Director

"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."

Paul Schieber
Paul Schieber
Managing Director

"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."

Ken Burd
Ken Burd
Managing Director

"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."

Gavin White
Gavin White
Head of UK Intermediary Sales

"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!"

Jon Rudling
Jon Rudling
Distribution Business Manager

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.

Product Specialist
$2.5T Asset Manager

This is the equivalent of Bloomberg for asset management sales.

Head of UK Sales
$700B AUM

It looks like an incredibly useful tool, I can fully see why people are enamoured by it.

Asset Manager
Global Investment Managers

XALT gives me incredibly quick access to information and is a useful tool for clients.

Business Development
Top 5 UK Asset Managers

I see why sales jump all over this, it's a great tool.

Digital Marketing Manager
International Asset Manager

It's fantastic. I wish I had it in the past.

Head of Sales
Swiss Asset Manager

XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.

Head of Sales Enablement
Global Asset Manager

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.

Product Specialist
$2.5T Asset Manager

It had all the data on our funds and competitors from the initial demo. It is extremely powerful.

Commercial Head of ETF Capabilities
ESG-Focused $700B Asset Manager

It saves time for the distribution team and is very efficient.

Head of ETF Distribution
Global Asset Manager

If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"

Head of Global Client Segments
ESG-Focused $700B Asset Manager

It's a nice solution, very useful.

Head of Wholesale & Distribution France
Boutique Asset Manager

This is really useful, I can build a report for a client in seconds.

Head of Iberia, Latin America and US Offshore
$2.5T Asset Manager

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.

Asset Manager
Global Investment Firm

A very slick application, we are very impressed.

Head of UK Sales
$700B AUM

XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.

Investment Manager
Leading Global Asset Management Company

XALT is an amazing tool. It is wonderful to have everything accessible in one place.

Investment Strategist - US Private Wealth
Global Financial Investment Managers

It's a nice solution, very useful.

Head of Wholesale & Distribution France
Boutique Asset Manager

XALT is just the tool we need, everything is immediately available

Investment Strategist
Global Financial Investment Managers

Product specialists love the link back to the portfolios. It's much more useful than ShowPad.

Global Head of Marketing and Products
Boutique Asset Manager

Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.

Business Development Manager
Insurer Owned Asset Manager

The bond holdings chart came in very handy. I was able to answer the client’s question straightaway

Salesperson
Global Financial Investment Managers

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.

Global Head of Front Office Technology
ESG-Focused $700B Asset Manager

XALT has truly amazed me. In Spain, we're more proactive than any other office in crafting diverse reports—ranging from peer group analysis and daily performance to competitor analysis. So, XALT is going to be an enormous help. The way data is interpreted here has the potential to be revolutionary.

Client Relationship Manager
Global Investment Managers

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.

Sales
Global Asset Manager

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.

Head of ETF Sales Europe
Global Asset Manager

There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.

Asset Manager
Global Asset Manager

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.

Business Transformation VP
$1T Asset Manager

One tool for all product related documents. It's perfect.

ETF Sales Manager
Global Asset Manager

It's nicely designed. Sending comparisons to clients definitely helps win assets.

Head of Sales Latin America
$2.5T Asset Manager

Anything that reduces interactions with Salesforce is a distinct boon.

Head of UK Client Group
$120bn UK Asset Manager

All product specific docs in one place. I love it.

ETF Sales
Global Asset Manager

XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.

Global Head of Marketing and Products
Boutique Asset Manager

Outsourcing rather than building it ourselves has been a huge win for us.

Business Distribution
$5T AUM

Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.

Global Head of Asset Manager Marketing
Major US Asset Manager

XALT has delivered revenue growth, time efficiencies and cost savings

Asset Manager
Global Investment Firm