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'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.
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.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"
It is an excellent capability.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
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.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
You're 1000 steps ahead of where we were thinking.
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.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
A very slick application, we are very impressed.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
It's actually realtime data, not monthly. It's simply excellent.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
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.
Arguably functionality, level of information and design is better than FE Analytics.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's a nice solution, very useful.
It's fantastic. I wish I had it in the past.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
XALT lines up centrally with a key initiative of having a "single pane of glass view" for the distribution teams. The benefit of XALT is how it puts information and insights right into the hands of our sales teams, making them slicker and more immediate.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
We could not build XALT in 5 years if we tried
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
Anything that reduces interactions with Salesforce is a distinct boon.
This is really useful, I can build a report for a client in seconds.
One tool for all product related documents. It's perfect.
It's a nice solution, very useful.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
I see why sales jump all over this, it's a great tool.