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 love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
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.
The one stop shop is great; self serve is really useful; it's a really great system.
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.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
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.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
This is a fantastic product and is used very well in our intermediary channels.
One tool for all product related documents. It's perfect.
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.
The standout feature wihtin XALT is definitely the customised peer groups. When you're working with a standardised peer group, it's impossible to cater to everyone's specific needs. With XALT, the sales team can tailor reports to match the exact competitors they require.
If I was running the team I would 100% roll this out to the entire firm.
XALT gives me incredibly quick access to information and is a useful tool for clients.
Before XALT, I had to go internally and ask someone to run the reports. Now I can do it myself on the web. It's a nice solution, very useful.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
This is such an exciting application.
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.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT is just the tool we need, everything is immediately available
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.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
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.
It is so fast, I originally thought it was a trick!
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
It's a nice solution, very useful.
XALT moves us ahead and shows the art of the possible.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
XALT is cracking stuff. The automation and efficiency saves bucket loads of time for investment directors and the sales team.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.