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 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.

Director
Global Asset Manager

Arguably functionality, level of information and design is better than FE Analytics.

Regional Investment Director
$2.5T Asset Manager

XALT is Hugely powerful. I can login on the tube, do a quick compare on my fund, know the key sales points and in seconds have the information I need.

Product Specialist
UK Multi-Manager Distributor

It is an excellent capability.

Head of UK Client Group
UK/Intl 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

Anything that reduces interactions with Salesforce is a distinct boon.

Head of UK Client Group
$120bn UK Asset 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

You're 1000 steps ahead of where we were thinking.

VP Strategic Initiatives, EMEA Client Group
$2T Asset Manager

I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.

Client Relationship Manager
$2.5T Asset Manager

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.

Senior Director
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

The integrations are a winner and this is exactly how a sales person should be operating these days.

Sales Manager
South African Asset Manager

I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.

Global Distribution Strategic Capabilities Director
US Based Global 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

If we weren't already paying for it, I would happily pay for XALT out of my bonus.

Head of Sales Europe
$700B AUM

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

Digital Marketing Manager
International Asset Manager

This is amazing, it really is. It is like we have leapt out of the dark ages.

Product Specialist
Top 5 UK Asset Managers

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.

Head of Sales Europe
$700B AUM

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

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.

Head of Global Marketing Solutions
Swiss Based Global Asset Manager

XALT is very robust and easy to use.

Head of Distribution EMEA
$400B 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

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.

Head of Internals
Global Financial Investment Managers

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 took me 35 mins on XALT, it would have taken the specialist about an hour and a half.

Sales
Global Asset Manager

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.

Relationship Manager
$2.5T Asset Manager

Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.

Director
International Investment Bank

Tuning sales periods is perfect for clients. And the MI reporting on usages is great.

SVP, Financial Services Practice Lead
German Asset Manager

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

I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.

Asset Manager
Global Financial 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 love how XALT made everything so easy and I didn’t have to look up the competitor’s fund. So easy to use and it has a great looking cover page.

Market Strategist
Leading Global Asset Manager

XALT and SalesAI is great. Flexibility to pull in different datasets is amazing. We get a lot of requests for marketing collateral and presentations to be updated on a regular basis just because they want performance. XALT makes it all self service. Linked to Outlook so it always remains a personal salesperson to client relationship, rather than any type of marketing relationship is the right thing. And that helps from a compliance perspective as well because it's one-on-one communication.

Head of Global Marketing Solutions
UK Asset Manager

The one stop shop is great; self serve is really useful; it's a really great system.

Head of Global Analytics Development
Insurer Owned Asset Manager