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!"

Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
It's cheap! It should be closer to $15k per person.
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.
One tool for all product related documents. It's perfect.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT's documents feature makes my workflow much more efficient, normally it would take me ages to find the same information on our website.
It's actually realtime data, not monthly. It's simply excellent.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
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.
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.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It looks like an incredibly useful tool, I can fully see why people are enamoured by it.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
Fantastic. A really impressive piece of kit, well done.
Gold standard in seconds.
It's a nice solution, very useful.
It is an excellent capability.
We had a gap in true product intelligence, XALT fills this gap perfectly.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
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.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
The bond holdings chart came in very handy. I was able to answer the client’s question straightaway
All product specific docs in one place. I love it.
If I was the CEO, I would be asking my head of Distribution, "why would you not want to use XALT?!"