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

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.

Director of Distribution and Marketing Business Intelligence
US Asset Manager

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.

Head of Compliance
Top 3 Global Asset Manager

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.

Global Head of Business Transformation
$1T Asset Manager

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.

Head of Compliance
$20B 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

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

It's really powerful because essentially you're enabling sales to have things right at their fingertips - it's current and very now. I think this is the way to go.

Head of Investor Relations
ESG-Focused $700B Asset Manager

I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.

Market Strategist
Global Investment Managers

Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.

Global Data Architect
ESG-Focused $700B Asset Manager

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

Head of Sales
Swiss 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

It is so fast, I originally thought it was a trick!

Head of Sales, Spain
European Asset Manager

XALT has delivered revenue growth, time efficiencies and cost savings

Asset Manager
Global Investment Firm

When I first saw XALT I was like "oh my god we could do with something like that!"

Head of UK ETF Sales
ESG-Focused $700B Asset Manager

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.

Asset Manager
Top 3 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

It is easy to find all the information that you need.

ETF Sales Manager Wealth Management
Global 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

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

The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.

Business Development Manager
Insurer Owned Asset Manager

It's the one place you need to go - it's all centralised - it's an amazing tool and it cuts the workflow of people down to a minimum.

SVP, Financial Services Practice Lead
German Asset Manager

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

Senior Director
Global Financial Investment Managers

This is the crème de la crème.

Head of UK Wholesale
Insurer Owned Asset Manager

The amount of information it gives you is overwhelmingly amazing. And it's beautiful.

Director Business Intelligence and Sales Enablement
European Asset Manager

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.

Global Data Architect
ESG-Focused $700B Asset Manager

This is a true sales enablement application, our sales guys love this.

Head of COO Distribution
Multi Boutique 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 is an excellent capability.

Head of UK Client Group
UK/Intl Asset Manager

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

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

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

Head of Sales Latin America
$2.5T 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

It's actually realtime data, not monthly. It's simply excellent.

UK Sales Director
$5T AUM

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

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

Salesperson
Global Financial Investment Managers

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

Asset Manager
Global Investment Managers

It's the holy grail of what we've been looking for. XALT is a very impressive product.

Chief Technology Officer
European Asset Manager