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!"

This is amazing, it really is. It is like we have leapt out of the dark ages.
It's a nice solution, very useful.
It is easy to find all the information that you need.
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
The one stop shop is great; self serve is really useful; it's a really great system.
XALT offers excellent algorithms to produce meaningful insights across different time periods and funds.
Tuning sales periods is perfect for clients. And the MI reporting on usages is great.
I love the way it's integrated with Salesforce, you can jump right in to your contact. Everything is brought together seamlessly.
If I was running the team I would 100% roll this out to the entire firm.
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 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.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
It is an excellent capability.
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.
It's cheap! It should be closer to $15k per person.
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
All product specific docs in one place. I love it.
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.
This is really useful, I can build a report for a client in seconds.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
XALT is an amazing tool. It is wonderful to have everything accessible in one place.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
XALT is just the tool we need, everything is immediately available
We could not build XALT in 5 years if we tried
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.
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.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
When I first saw XALT I was like "oh my god we could do with something like that!"
This is the equivalent of Bloomberg for asset management sales.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
It's really useful for the ETF business... it's all the information, including really nice scenarios, that the sales team are hungry for.
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.
XALT is the best tool we have access to internally. It's so easy and user friendly.
It had all the data on our funds and competitors from the initial demo. It is extremely powerful.