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!"

If I was running the team I would 100% roll this out to the entire firm.
Fantastic. A really impressive piece of kit, well done.
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.
XALT is just the tool we need, everything is immediately available
It's cheap! It should be closer to $15k per person.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Anything that reduces interactions with Salesforce is a distinct boon.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
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.
I would call it an early Christmas present! Thank you so much for adapting to our needs so quickly.
Having this access right at their fingertips, connecting all the important components like positioning a fund or answering questions. It's organised and really really good.
Really thorough, really rich, I like the navigation - kind of one click with all the information regardless of where it's housed.
XALT is very robust and easy to use.
You can get the information you need and have it in one report, as opposed to maybe trying to pull together three different reports. It looks pretty, it's straight forward and it's useful
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
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.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
It's the holy grail of what we've been looking for. XALT is a very impressive product.
It's very impressive, you've already thought of a lot of the integrations we need. The joined up nature is very impressive and it's very effective tool for highlighting opportunities whilst the deeper stuff comes from the product specialists, XALT gives us the flexibility of competitors and time periods.
This is amazing, it really is. It is like we have leapt out of the dark ages.
It's all about the micro-narrative – understanding both the questions and the answers. This is a great use case for XALT.
It saves time for the distribution team and is very efficient.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.
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.
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.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
The integrations are a winner and this is exactly how a sales person should be operating these days.
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 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.
When I first saw XALT I was like "oh my god we could do with something like that!"
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.
Whilst seismic is a repository of information, XALT is the definition of sales enablement. It's really cool.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
It's fantastic. I wish I had it in the past.