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 the equivalent of Bloomberg for asset management sales.
I love the holdings feature that includes commentary & news this IS one of the best features I’ve identified within XALT thus far.
There is a good buzz in our office - those who do not have access to XALT are eager to get their hands on it.
We could not build XALT in 5 years if we tried
It took me 35 mins on XALT, it would have taken the specialist about an hour and a half.
The one stop shop is great; self serve is really useful; it's a really great system.
XALT enables the sales teams to answer queries faster, providing more relevant insights, and ultimately speeding up the client journey.
Outsourcing rather than building it ourselves has been a huge win for us.
XALT is just the tool we need, everything is immediately available
We had a gap in true product intelligence, XALT fills this gap perfectly.
It ticks all the boxes Management are looking for... This is a great one stop shop ... the self serve is really useful.
XALT moves us ahead and shows the art of the possible.
A very slick application, we are very impressed.
It's a great way to see our flows in the market. It's a massive benefit, straight away.
XALT is a good way to centralise data and offer a personalized client service. It's also great for educating people on our products.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
If I was running the team I would 100% roll this out to the entire firm.
Anything that reduces interactions with Salesforce is a distinct boon.
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.
The fact that it can work with our own compliance framework and some of the sales analytical tools means significant efficiency gains and some risk reduction benefits across the board.
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.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
If you wanted insight or a bespoke report you would have to submit a request, which can take two days to get to the client. Now that takes 90 seconds - a fully compliant, signed-off report, personalised with the client's name.
Product specialists love the link back to the portfolios. It's much more useful than ShowPad.
I'm really loving the new additions to XALT, especially the Portfolio Review section and the increased number of links in the Documents section.
It's cheap! It should be closer to $15k per person.
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.
The amount of information it gives you is overwhelmingly amazing. And it's beautiful.
Gold standard in seconds.
This is amazing, it really is. It is like we have leapt out of the dark ages.
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.
The responsiveness of XALT is absolutely incredible; I can't use anything else, but I can use XALT
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
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.
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.