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!"

One tool for all product related documents. It's perfect.
XALT has delivered revenue growth, time efficiencies and cost savings
This is such an exciting application.
This is amazing, it really is. It is like we have leapt out of the dark ages.
Extremely impressive piece of technology which helps us digitize as we move forward, whilst having efficiency gains from the compliance side and de-risking.
This is the crème de la crème.
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.
It is easy to find all the information that you need.
If we weren't already paying for it, I would happily pay for XALT out of my bonus.
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.
Arguably functionality, level of information and design is better than FE Analytics.
XALT pulls together data and condenses it in a useful way for point-of-sale sales conversations.
The integration with Salesforce is phenomenal. And certainly makes a significant difference, that's for sure.
Everyone seems to really love XALT, the up-tick has been great, it's been wonderful.
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.
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.
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 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.
Fantastic. A really impressive piece of kit, well done.
This is a true sales enablement application, our sales guys love this.
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 a great way to see our flows in the market. It's a massive benefit, straight away.
It's a nice solution, very useful.
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.
Gold standard 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.
I see why sales jump all over this, it's a great tool.
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.
It's nicely designed. Sending comparisons to clients definitely helps win assets.
The one stop shop is great; self serve is really useful; it's a really great system.
Anything that frees us up to do more selling, which XALT does, is a very welcomed development. It really streamlines things.
It's a nice solution, very useful.
XALT gives me incredibly quick access to information and is a useful tool for clients.
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.
All product specific docs in one place. I love it.